+1,458.7%
DIS vs VLO
+35,889.1%
-34,430.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -2.6% | +5.2% | -7.8% | -3.7% |
| 30D | +3.5% | +22.6% | -19.1% | -1.3% |
| 3M | +6.8% | +43.8% | -36.9% | -2.1% |
| 6M | +3.0% | +65.7% | -62.8% | -9.5% |
| YTD | -6.7% | +131.1% | -137.8% | -24.3% |
| 1Y | -10.1% | +143.6% | -153.7% | -28.1% |
| 3Y | +33.0% | +201.4% | -168.3% | -0.4% |
| 5Y | -40.0% | +568.9% | -608.9% | -63.8% |
| 10Y | +21.1% | +891.8% | -870.8% | -37.0% |
| All | +1,458.7% | +35,889.1% | -34,430.4% | +329.8% |
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