+754.3%
VLO vs DAL
+124.5%
+629.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.1% |
| 7D | -0.4% | +2.3% | -2.8% | -1.4% |
| 30D | -16.6% | +14.3% | -30.9% | -21.4% |
| 3M | +12.3% | +1.3% | +11.0% | +10.5% |
| 6M | +47.8% | +29.3% | +18.6% | +29.8% |
| YTD | +126.7% | +33.0% | +93.7% | +92.3% |
| 1Y | +105.4% | +59.8% | +45.5% | +60.2% |
| 3Y | +222.0% | +177.2% | +44.8% | +79.5% |
| 5Y | +449.8% | +118.4% | +331.5% | +220.7% |
| 10Y | +754.3% | +121.4% | +632.9% | +369.5% |
| All | +754.3% | +124.5% | +629.9% | +369.5% |
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