-19.5%
ORLY vs VG
+12.9%
-32.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | +0.3% |
| 7D | -1.0% | +3.8% | -4.8% | -0.9% |
| 30D | -6.7% | +7.2% | -13.9% | -6.5% |
| 3M | -3.8% | +22.8% | -26.6% | -3.5% |
| 6M | -9.0% | +33.2% | -42.2% | -9.0% |
| YTD | -5.6% | +124.8% | -130.4% | -4.7% |
| 1Y | -19.5% | +15.8% | -35.3% | -22.3% |
| All | -19.5% | +12.9% | -32.3% | -22.3% |
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