+199.0%
VLO vs DAL
+168.1%
+31.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.5% | -1.6% |
| 7D | -13.3% | +8.8% | -22.1% | -14.3% |
| 30D | -18.3% | +5.4% | -23.7% | -18.9% |
| 3M | +14.3% | -4.9% | +19.3% | +15.0% |
| 6M | +47.6% | +19.8% | +27.8% | +42.4% |
| YTD | +116.0% | +27.0% | +89.0% | +104.1% |
| 1Y | +101.0% | +52.5% | +48.6% | +81.0% |
| 3Y | +199.0% | +173.8% | +25.2% | +124.8% |
| All | +199.0% | +168.1% | +31.0% | +124.8% |
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