+743.6%
VLO vs DAL
+136.2%
+607.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | +1.0% |
| 7D | -6.5% | +10.0% | -16.5% | -10.1% |
| 30D | -17.8% | +12.0% | -29.8% | -21.9% |
| 3M | +19.6% | +0.8% | +18.8% | +17.8% |
| 6M | +49.3% | +26.2% | +23.1% | +32.3% |
| YTD | +122.4% | +33.7% | +88.7% | +88.3% |
| 1Y | +107.4% | +57.6% | +49.9% | +62.8% |
| 3Y | +223.1% | +183.5% | +39.6% | +78.3% |
| 5Y | +432.2% | +114.2% | +318.0% | +214.1% |
| 10Y | +743.6% | +128.1% | +615.5% | +358.8% |
| All | +743.6% | +136.2% | +607.4% | +358.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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