+766.9%
VST vs ORLY
+121.3%
+645.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.7% |
| 7D | +9.9% | -2.3% | +12.2% | +9.9% |
| 30D | +7.9% | -8.2% | +16.1% | +8.1% |
| 3M | +3.4% | -3.5% | +6.9% | +3.4% |
| 6M | -4.1% | -9.2% | +5.1% | -3.7% |
| YTD | -5.7% | -5.8% | +0.1% | -5.6% |
| 1Y | -18.9% | -19.3% | +0.4% | -17.5% |
| 3Y | +359.1% | +34.4% | +324.6% | +318.5% |
| 5Y | +766.9% | +117.8% | +649.0% | +577.0% |
| All | +766.9% | +121.3% | +645.6% | +577.0% |
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