-6.0%
DHR vs VLO
+195.4%
-201.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.4% |
| 7D | -2.4% | +6.2% | -8.7% | -3.1% |
| 30D | -2.2% | +23.5% | -25.7% | -4.6% |
| 3M | +9.0% | +53.9% | -44.9% | +2.9% |
| 6M | +3.5% | +81.7% | -78.2% | -5.5% |
| YTD | -10.1% | +142.5% | -152.6% | -22.9% |
| 1Y | +6.2% | +145.4% | -139.2% | -9.5% |
| All | -6.0% | +195.4% | -201.4% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling