+116.5%
ORLY vs VO
+40.2%
+76.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.2% |
| 7D | -2.1% | -2.5% | +0.3% | -1.0% |
| 30D | -7.6% | -3.2% | -4.4% | -6.3% |
| 3M | -5.5% | +3.9% | -9.4% | -7.2% |
| 6M | -9.7% | +9.6% | -19.4% | -13.6% |
| YTD | -6.2% | +11.6% | -17.8% | -11.0% |
| 1Y | -18.6% | +12.6% | -31.3% | -23.2% |
| 3Y | +33.8% | +55.4% | -21.5% | +6.9% |
| 5Y | +116.5% | +41.8% | +74.7% | +79.8% |
| All | +116.5% | +40.2% | +76.3% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling