+1,628.0%
DIS vs VLO
+33,533.0%
-31,905.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | +5.2% | -13.3% | +18.6% | +8.4% |
| 30D | +11.5% | -18.3% | +29.8% | +16.1% |
| 3M | +11.5% | +14.3% | -2.8% | +7.3% |
| 6M | +8.9% | +47.6% | -38.8% | -1.7% |
| YTD | +3.4% | +116.0% | -112.6% | -15.3% |
| 1Y | +7.2% | +101.0% | -93.8% | -10.9% |
| 3Y | +43.3% | +199.0% | -155.7% | +6.9% |
| 5Y | -31.4% | +419.0% | -450.5% | -56.4% |
| 10Y | +37.1% | +778.2% | -741.1% | -27.2% |
| All | +1,628.0% | +33,533.0% | -31,905.0% | +380.4% |
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