+99.9%
VLO vs DAR
+57.1%
+42.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -0.6% |
| 7D | -9.5% | -3.8% | -5.7% | -7.4% |
| 30D | -19.1% | -14.4% | -4.7% | -11.7% |
| 3M | +11.4% | -17.9% | +29.3% | +23.6% |
| 6M | +46.7% | -18.3% | +65.0% | +62.3% |
| YTD | +118.6% | +43.2% | +75.4% | +106.5% |
| 1Y | +99.9% | +57.7% | +42.2% | +81.5% |
| All | +99.9% | +57.1% | +42.8% | +81.5% |
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