+496.3%
VLO vs DOW
-15.2%
+511.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.4% |
| 7D | +4.0% | -2.4% | +6.3% | +5.4% |
| 30D | +19.0% | -4.1% | +23.1% | +21.5% |
| 3M | +50.0% | -12.4% | +62.4% | +60.8% |
| 6M | +79.1% | -10.6% | +89.8% | +88.0% |
| YTD | +140.3% | +31.1% | +109.2% | +95.6% |
| 1Y | +148.3% | +30.5% | +117.8% | +98.5% |
| 3Y | +194.6% | -34.4% | +229.0% | +257.4% |
| 5Y | +609.6% | -35.5% | +645.1% | +753.6% |
| All | +496.3% | -15.2% | +511.5% | +442.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling