+10.7%
DHR vs VLO
+120.8%
-110.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.8% | +7.8% | +1.6% |
| 7D | +0.4% | -6.0% | +6.3% | -0.1% |
| 30D | +6.2% | -12.9% | +19.1% | +5.2% |
| 3M | +20.8% | +18.3% | +2.5% | +22.9% |
| 6M | +35.5% | +46.4% | -10.9% | +39.4% |
| YTD | +3.2% | +127.7% | -124.5% | +2.3% |
| 1Y | +10.7% | +120.6% | -109.9% | +10.3% |
| All | +10.7% | +120.8% | -110.1% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VLO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling