+143.6%
VLO vs DHI
-16.9%
+160.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.2% | -0.2% |
| 7D | +5.2% | -3.1% | +8.4% | +4.5% |
| 30D | +22.6% | -5.5% | +28.1% | +21.2% |
| 3M | +43.8% | -2.2% | +46.0% | +43.4% |
| 6M | +65.7% | -6.0% | +71.7% | +67.2% |
| YTD | +131.1% | 0.0% | +131.1% | +132.1% |
| 1Y | +143.6% | -18.2% | +161.9% | +137.0% |
| All | +143.6% | -16.9% | +160.5% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling