+195.0%
VLO vs DHI
+21.1%
+173.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.2% |
| 7D | +5.3% | -3.4% | +8.7% | +5.5% |
| 30D | +18.2% | -5.4% | +23.7% | +18.5% |
| 3M | +53.3% | -10.4% | +63.8% | +54.0% |
| 6M | +70.4% | -2.8% | +73.2% | +69.2% |
| YTD | +143.4% | -3.4% | +146.8% | +140.9% |
| 1Y | +153.0% | -22.9% | +175.9% | +159.7% |
| 3Y | +195.0% | +20.7% | +174.3% | +168.3% |
| All | +195.0% | +21.1% | +173.9% | +168.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling