+231.9%
VLO vs DAR
+33.7%
+198.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.9% |
| 7D | +9.6% | +11.6% | -1.9% | +5.3% |
| 30D | -17.4% | -10.2% | -7.1% | -14.1% |
| 3M | +10.8% | -14.8% | +25.6% | +17.1% |
| 6M | +56.9% | -10.1% | +67.0% | +62.7% |
| YTD | +136.8% | +55.5% | +81.3% | +108.6% |
| 1Y | +120.7% | +61.7% | +59.0% | +91.9% |
| 3Y | +231.9% | +37.2% | +194.8% | +185.2% |
| All | +231.9% | +33.7% | +198.2% | +185.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling