+199.0%
VLO vs DAR
+11.9%
+187.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | -13.3% | -9.9% | -3.4% | -9.9% |
| 30D | -18.3% | -16.4% | -1.9% | -12.7% |
| 3M | +14.3% | -17.1% | +31.4% | +22.3% |
| 6M | +47.6% | -20.5% | +68.1% | +59.9% |
| YTD | +116.0% | +39.4% | +76.6% | +98.2% |
| 1Y | +101.0% | +57.2% | +43.8% | +77.6% |
| 3Y | +199.0% | +13.9% | +185.2% | +174.7% |
| All | +199.0% | +11.9% | +187.2% | +174.7% |
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