+120.6%
VLO vs DOW
+50.2%
+70.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.2% | -2.5% | -4.5% |
| 7D | -6.0% | -4.2% | -1.8% | -4.3% |
| 30D | -12.9% | +14.7% | -27.6% | -17.2% |
| 3M | +18.3% | +9.1% | +9.3% | +14.2% |
| 6M | +46.4% | -17.7% | +64.1% | +58.5% |
| YTD | +127.7% | +44.6% | +83.1% | +106.9% |
| 1Y | +120.6% | +51.9% | +68.7% | +98.7% |
| All | +120.6% | +50.2% | +70.4% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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