+32.9%
DIS vs VLO
+749.3%
-716.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.6% |
| 7D | +0.6% | -0.4% | +1.0% | +0.7% |
| 30D | +10.3% | -16.6% | +26.9% | +15.0% |
| 3M | +15.6% | +12.3% | +3.3% | +11.0% |
| 6M | +15.1% | +47.8% | -32.7% | +1.8% |
| YTD | +6.0% | +126.7% | -120.8% | -18.3% |
| 1Y | +5.7% | +105.4% | -99.7% | -16.2% |
| 3Y | +39.8% | +222.0% | -182.2% | -5.3% |
| 5Y | -23.9% | +449.8% | -473.7% | -58.5% |
| 10Y | +32.9% | +754.3% | -721.4% | -42.6% |
| All | +32.9% | +749.3% | -716.3% | -42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling