+5.7%
DIS vs VLO
+106.2%
-100.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.8% |
| 7D | +0.6% | -0.4% | +1.0% | +0.5% |
| 30D | +10.3% | -16.6% | +26.9% | +7.9% |
| 3M | +15.6% | +12.3% | +3.3% | +17.6% |
| 6M | +15.1% | +47.8% | -32.7% | +20.9% |
| YTD | +6.0% | +126.7% | -120.8% | +3.0% |
| 1Y | +5.7% | +105.4% | -99.7% | +4.7% |
| All | +5.7% | +106.2% | -100.5% | +4.7% |
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