+20,340.4%
VLO vs DHI
+12,596.5%
+7,743.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +6.2% | -2.3% | +8.6% | +6.8% |
| 30D | +23.5% | -5.3% | +28.8% | +24.9% |
| 3M | +53.9% | -7.8% | +61.6% | +55.5% |
| 6M | +81.7% | -5.4% | +87.0% | +81.1% |
| YTD | +142.5% | -2.7% | +145.1% | +139.2% |
| 1Y | +145.4% | -21.0% | +166.4% | +153.1% |
| 3Y | +197.3% | +22.2% | +175.1% | +169.5% |
| 5Y | +614.6% | +62.2% | +552.4% | +486.2% |
| 10Y | +938.9% | +414.3% | +524.6% | +535.3% |
| All | +20,340.4% | +12,596.5% | +7,743.9% | +8,215.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling