+61,719.2%
DHR vs VLO
+36,773.5%
+24,945.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | +1.2% | +9.6% | -8.4% | -0.5% |
| 30D | +3.7% | -17.4% | +21.1% | +7.1% |
| 3M | +14.5% | +10.8% | +3.7% | +11.8% |
| 6M | +40.9% | +56.9% | -16.0% | +28.5% |
| YTD | +2.4% | +136.8% | -134.4% | -14.3% |
| 1Y | +6.1% | +120.7% | -114.5% | -10.0% |
| 3Y | +21.0% | +231.9% | -210.9% | -6.5% |
| 5Y | -11.4% | +479.0% | -490.4% | -40.2% |
| 10Y | +241.8% | +792.2% | -550.4% | +93.1% |
| All | +61,719.2% | +36,773.5% | +24,945.7% | +14,477.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling