+840.1%
VLO vs DAL
+359.0%
+481.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.3% | +0.5% | -2.7% |
| 7D | -8.7% | +4.6% | -13.2% | -10.0% |
| 30D | -16.2% | +2.3% | -18.5% | -17.2% |
| 3M | +16.2% | -8.1% | +24.2% | +17.9% |
| 6M | +39.8% | +21.4% | +18.4% | +29.8% |
| YTD | +119.0% | +24.3% | +94.6% | +99.4% |
| 1Y | +110.8% | +47.4% | +63.4% | +82.3% |
| 3Y | +201.7% | +164.6% | +37.1% | +111.6% |
| 5Y | +426.2% | +100.2% | +326.0% | +286.0% |
| 10Y | +790.3% | +124.9% | +665.4% | +516.4% |
| All | +840.1% | +359.0% | +481.0% | +326.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling