+560.5%
VLO vs DAL
+106.7%
+453.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +22.6% | -13.9% | +36.5% | +26.2% |
| 3M | +43.8% | +1.1% | +42.7% | +42.6% |
| 6M | +65.7% | +26.2% | +39.5% | +54.6% |
| YTD | +131.1% | +16.4% | +114.7% | +119.3% |
| 1Y | +143.6% | +33.9% | +109.8% | +121.6% |
| 3Y | +201.4% | +93.4% | +108.0% | +139.1% |
| All | +560.5% | +106.7% | +453.8% | +398.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling