+65.7%
VLO vs DOW
-6.0%
+71.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +1.3% |
| 7D | +5.2% | -2.4% | +7.6% | +6.2% |
| 30D | +22.6% | +0.4% | +22.2% | +21.8% |
| 3M | +43.8% | -14.4% | +58.2% | +54.9% |
| 6M | +65.7% | -7.0% | +72.7% | +83.1% |
| All | +65.7% | -6.0% | +71.7% | +83.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling