+23,629.6%
VLO vs DAR
+1,400.9%
+22,228.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | +2.4% |
| 7D | -6.5% | -2.8% | -3.7% | -6.2% |
| 30D | -17.8% | -12.8% | -4.9% | -16.4% |
| 3M | +19.6% | -11.6% | +31.2% | +21.4% |
| 6M | +49.3% | -16.8% | +66.0% | +52.5% |
| YTD | +122.4% | +45.9% | +76.5% | +113.6% |
| 1Y | +107.4% | +61.5% | +46.0% | +96.9% |
| 3Y | +223.1% | +23.0% | +200.1% | +212.6% |
| 5Y | +432.2% | -35.8% | +468.1% | +448.8% |
| 10Y | +743.6% | +280.4% | +463.3% | +641.4% |
| All | +23,629.6% | +1,400.9% | +22,228.7% | +19,821.5% |
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 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