+601.6%
VLO vs DOW
-37.1%
+638.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.8% | +3.1% |
| 7D | +5.8% | -2.9% | +8.7% | +7.2% |
| 30D | +28.3% | +2.0% | +26.4% | +26.7% |
| 3M | +48.7% | -12.5% | +61.3% | +57.8% |
| 6M | +71.9% | -9.2% | +81.1% | +78.1% |
| YTD | +138.7% | +30.8% | +107.9% | +103.4% |
| 1Y | +148.5% | +29.4% | +119.1% | +109.7% |
| 3Y | +192.7% | -34.6% | +227.2% | +256.9% |
| 5Y | +601.6% | -35.9% | +637.6% | +763.8% |
| All | +601.6% | -37.1% | +638.7% | +763.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling