+24,558.8%
VLO vs DAR
+1,762.6%
+22,796.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | +5.2% | +1.4% | +3.9% | +5.0% |
| 30D | +22.6% | +12.8% | +9.8% | +20.9% |
| 3M | +43.8% | +7.4% | +36.4% | +42.6% |
| 6M | +65.7% | +22.3% | +43.5% | +62.1% |
| YTD | +131.1% | +81.1% | +50.0% | +116.3% |
| 1Y | +143.6% | +106.5% | +37.1% | +124.5% |
| 3Y | +201.4% | +5.3% | +196.1% | +195.4% |
| 5Y | +568.9% | -11.5% | +580.4% | +565.2% |
| 10Y | +891.8% | +353.3% | +538.5% | +752.1% |
| All | +24,558.8% | +1,762.6% | +22,796.2% | +20,080.8% |
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