+869.5%
VLO vs DAL
+141.2%
+728.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.7% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +22.6% | -13.9% | +36.5% | +29.8% |
| 3M | +43.8% | +1.1% | +42.7% | +41.5% |
| 6M | +65.7% | +26.2% | +39.5% | +45.6% |
| YTD | +131.1% | +16.4% | +114.7% | +108.6% |
| 1Y | +143.6% | +33.9% | +109.8% | +104.6% |
| 3Y | +201.4% | +93.4% | +108.0% | +98.6% |
| 5Y | +568.9% | +106.4% | +462.5% | +295.3% |
| All | +869.5% | +141.2% | +728.4% | +430.8% |
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