+7.7%
DIS vs VLO
+107.6%
-99.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.0% | -0.9% | +2.4% |
| 7D | +5.3% | -6.5% | +11.8% | +4.4% |
| 30D | +10.2% | -17.8% | +28.0% | +7.7% |
| 3M | +13.5% | +19.6% | -6.0% | +16.4% |
| 6M | +11.1% | +49.3% | -38.1% | +16.6% |
| YTD | +5.5% | +122.4% | -116.9% | +2.0% |
| All | +7.7% | +107.6% | -99.9% | +6.0% |
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