+778.9%
VLO vs DAR
+307.1%
+471.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +2.1% |
| 7D | +6.8% | +9.2% | -2.4% | +2.5% |
| 30D | -17.9% | -12.3% | -5.6% | -12.6% |
| 3M | +13.5% | -12.7% | +26.3% | +20.9% |
| 6M | +53.0% | -12.8% | +65.8% | +62.7% |
| YTD | +133.7% | +53.8% | +80.0% | +92.0% |
| 1Y | +115.7% | +60.3% | +55.4% | +73.3% |
| 3Y | +231.9% | +31.7% | +200.2% | +171.7% |
| 5Y | +471.6% | -27.7% | +499.3% | +502.4% |
| All | +778.9% | +307.1% | +471.8% | +286.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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