+153.0%
VLO vs DKS
-38.6%
+191.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.3% |
| 7D | +5.3% | -2.0% | +7.4% | +5.3% |
| 30D | +18.2% | -32.7% | +51.0% | +17.7% |
| 3M | +53.3% | -38.8% | +92.1% | +52.4% |
| 6M | +70.4% | -29.4% | +99.9% | +66.4% |
| YTD | +143.4% | -30.3% | +173.7% | +137.2% |
| 1Y | +153.0% | -39.6% | +192.6% | +149.3% |
| All | +153.0% | -38.6% | +191.6% | +149.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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