+22,944.5%
VLO vs DAR
+1,334.0%
+21,610.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -13.3% | -9.9% | -3.4% | -12.2% |
| 30D | -18.3% | -16.4% | -1.9% | -16.6% |
| 3M | +14.3% | -17.1% | +31.4% | +16.9% |
| 6M | +47.6% | -20.5% | +68.1% | +51.7% |
| YTD | +116.0% | +39.4% | +76.6% | +108.5% |
| 1Y | +101.0% | +57.2% | +43.8% | +91.4% |
| 3Y | +199.0% | +13.9% | +185.2% | +191.8% |
| 5Y | +419.0% | -40.8% | +459.9% | +439.8% |
| 10Y | +778.2% | +276.2% | +501.9% | +673.7% |
| All | +22,944.5% | +1,334.0% | +21,610.5% | +19,346.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling