+778.9%
VLO vs D
+47.7%
+731.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.4% |
| 7D | +6.8% | -3.1% | +9.8% | +7.8% |
| 30D | -17.9% | +8.4% | -26.2% | -20.3% |
| 3M | +13.5% | +0.2% | +13.3% | +13.1% |
| 6M | +53.0% | +9.5% | +43.6% | +47.3% |
| YTD | +133.7% | +18.8% | +114.9% | +117.9% |
| 1Y | +115.7% | +14.7% | +101.0% | +103.3% |
| 3Y | +231.9% | +72.9% | +159.0% | +161.1% |
| 5Y | +471.6% | +13.1% | +458.5% | +429.0% |
| All | +778.9% | +47.7% | +731.2% | +670.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling