+54,893.9%
DHR vs VLO
+35,889.1%
+19,004.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.9% | +5.2% | -9.1% | -4.8% |
| 30D | +4.0% | +22.6% | -18.6% | +0.1% |
| 3M | +11.5% | +43.8% | -32.3% | +3.9% |
| 6M | +1.9% | +65.7% | -63.9% | -8.1% |
| YTD | -8.9% | +131.1% | -140.0% | -23.0% |
| 1Y | +5.1% | +143.6% | -138.5% | -12.4% |
| 3Y | -10.3% | +201.4% | -211.7% | -29.2% |
| 5Y | -27.8% | +568.9% | -596.7% | -52.5% |
| 10Y | +203.6% | +891.8% | -688.2% | +68.2% |
| All | +54,893.9% | +35,889.1% | +19,004.8% | +12,987.8% |
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