+916.4%
VRT vs ORLY
+116.2%
+800.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -5.0% | -5.5% |
| 7D | -7.7% | -2.1% | -5.6% | -7.3% |
| 30D | -12.0% | -7.6% | -4.3% | -10.4% |
| 3M | -11.7% | -5.5% | -6.2% | -11.0% |
| 6M | -8.1% | -9.7% | +1.6% | -6.3% |
| YTD | +53.2% | -6.2% | +59.5% | +53.9% |
| 1Y | +81.7% | -18.6% | +100.3% | +90.9% |
| 3Y | +535.3% | +33.8% | +501.4% | +400.7% |
| 5Y | +916.4% | +116.5% | +799.8% | +441.2% |
| All | +916.4% | +116.2% | +800.2% | +441.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY 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 ORLY 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