+717.1%
VLO vs DAR
+269.9%
+447.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -0.8% |
| 7D | -9.5% | -3.8% | -5.7% | -7.8% |
| 30D | -19.1% | -14.4% | -4.7% | -12.9% |
| 3M | +11.4% | -17.9% | +29.3% | +21.9% |
| 6M | +46.7% | -18.3% | +65.0% | +60.9% |
| YTD | +118.6% | +43.2% | +75.4% | +85.6% |
| 1Y | +99.9% | +57.7% | +42.2% | +61.8% |
| 3Y | +210.5% | +22.7% | +187.7% | +162.6% |
| 5Y | +432.7% | -34.0% | +466.7% | +486.3% |
| 10Y | +717.1% | +279.5% | +437.6% | +271.4% |
| All | +717.1% | +269.9% | +447.2% | +271.4% |
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