+115.7%
VLO vs DAR
+59.8%
+55.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +1.8% |
| 7D | +6.8% | +9.2% | -2.4% | +1.4% |
| 30D | -17.9% | -12.3% | -5.6% | -11.8% |
| 3M | +13.5% | -12.7% | +26.3% | +21.7% |
| 6M | +53.0% | -12.8% | +65.8% | +63.1% |
| YTD | +133.7% | +53.8% | +80.0% | +111.2% |
| 1Y | +115.7% | +60.3% | +55.4% | +92.4% |
| All | +115.7% | +59.8% | +55.9% | +92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling