+202.4%
VLO vs DAL
+95.1%
+107.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.2% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +22.6% | -13.9% | +36.5% | +25.2% |
| 3M | +43.8% | +1.1% | +42.7% | +42.9% |
| 6M | +65.7% | +26.2% | +39.5% | +56.5% |
| YTD | +131.1% | +16.4% | +114.7% | +121.7% |
| 1Y | +143.6% | +33.9% | +109.8% | +124.8% |
| All | +202.4% | +95.1% | +107.3% | +152.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling