+614.6%
VLO vs DKS
+15.5%
+599.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.5% |
| 7D | +6.2% | -2.9% | +9.1% | +6.6% |
| 30D | +23.5% | -37.7% | +61.2% | +29.7% |
| 3M | +53.9% | -38.9% | +92.8% | +61.7% |
| 6M | +81.7% | -31.1% | +112.8% | +86.6% |
| YTD | +142.5% | -31.8% | +174.3% | +149.2% |
| 1Y | +145.4% | -38.0% | +183.5% | +155.1% |
| 3Y | +197.3% | +28.6% | +168.7% | +179.4% |
| 5Y | +614.6% | +12.5% | +602.1% | +585.2% |
| All | +614.6% | +15.5% | +599.1% | +585.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling