+743.6%
VLO vs D
+42.1%
+701.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | -6.5% | +0.8% | -7.2% | -6.8% |
| 30D | -17.8% | +10.7% | -28.5% | -20.7% |
| 3M | +19.6% | +2.3% | +17.3% | +18.3% |
| 6M | +49.3% | +12.5% | +36.8% | +42.4% |
| YTD | +122.4% | +20.1% | +102.3% | +106.7% |
| 1Y | +107.4% | +15.6% | +91.9% | +95.2% |
| 3Y | +223.1% | +75.2% | +147.9% | +153.3% |
| 5Y | +432.2% | +14.6% | +417.6% | +390.5% |
| 10Y | +743.6% | +43.8% | +699.9% | +660.1% |
| All | +743.6% | +42.1% | +701.5% | +660.1% |
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