+8.3%
DIS vs VLO
+120.8%
-112.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.8% | +9.9% | +3.4% |
| 7D | +9.1% | -6.0% | +15.0% | +8.3% |
| 30D | +14.8% | -12.9% | +27.7% | +13.0% |
| 3M | +21.2% | +18.3% | +2.8% | +24.1% |
| 6M | +18.3% | +46.4% | -28.1% | +24.2% |
| YTD | +5.4% | +127.7% | -122.4% | +2.5% |
| 1Y | +8.3% | +120.6% | -112.4% | +5.2% |
| All | +8.3% | +120.8% | -112.5% | +5.2% |
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 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