+560.5%
VLO vs DAR
-11.0%
+571.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +5.2% | +1.4% | +3.9% | +4.6% |
| 30D | +22.6% | +12.8% | +9.8% | +16.9% |
| 3M | +43.8% | +7.4% | +36.4% | +39.6% |
| 6M | +65.7% | +22.3% | +43.5% | +53.7% |
| YTD | +131.1% | +81.1% | +50.0% | +85.6% |
| 1Y | +143.6% | +106.5% | +37.1% | +85.3% |
| 3Y | +201.4% | +5.3% | +196.1% | +185.9% |
| All | +560.5% | -11.0% | +571.5% | +560.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling