+900.2%
VLO vs DRI
+350.3%
+549.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.8% | +5.1% | +4.1% |
| 7D | +5.8% | -1.2% | +7.0% | +6.3% |
| 30D | +28.3% | -0.4% | +28.7% | +28.3% |
| 3M | +48.7% | +9.5% | +39.2% | +41.4% |
| 6M | +71.9% | +6.5% | +65.5% | +64.0% |
| YTD | +138.7% | +18.4% | +120.2% | +115.5% |
| 1Y | +148.5% | +4.2% | +144.2% | +136.7% |
| 3Y | +192.7% | +57.1% | +135.6% | +122.5% |
| 5Y | +601.6% | +70.4% | +531.2% | +394.9% |
| 10Y | +900.2% | +354.0% | +546.1% | +346.8% |
| All | +900.2% | +350.3% | +549.9% | +346.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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