+441.8%
VLO vs DOW
-30.8%
+472.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.4% | +4.4% | +3.7% |
| 7D | -6.5% | -9.4% | +2.9% | -1.8% |
| 30D | -17.8% | +8.9% | -26.7% | -21.2% |
| 3M | +19.6% | +6.7% | +12.8% | +15.3% |
| 6M | +49.3% | -14.2% | +63.5% | +59.6% |
| YTD | +122.4% | +36.9% | +85.5% | +85.1% |
| 1Y | +107.4% | +45.8% | +61.7% | +66.3% |
| 3Y | +223.1% | -23.9% | +247.0% | +260.5% |
| All | +441.8% | -30.8% | +472.7% | +530.3% |
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