-8.9%
ORLY vs VG
+35.0%
-43.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.4% |
| 7D | -0.7% | -7.7% | +7.0% | -0.9% |
| 30D | +3.4% | -8.8% | +12.2% | +3.1% |
| 3M | -3.1% | -15.6% | +12.5% | -3.5% |
| 6M | -3.8% | +5.2% | -9.1% | -4.3% |
| YTD | -2.0% | +76.9% | -78.9% | -4.6% |
| 1Y | -8.9% | +42.5% | -51.4% | -11.9% |
| All | -8.9% | +35.0% | -43.9% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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