+1,088.3%
VST vs ORLY
+398.7%
+689.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | +19.2% | +0.1% | +19.1% | +19.1% |
| 30D | -17.2% | +6.4% | -23.6% | -18.3% |
| 3M | -8.1% | -0.5% | -7.6% | -8.3% |
| 6M | -8.1% | -0.3% | -7.8% | -8.9% |
| YTD | -16.3% | +0.4% | -16.6% | -17.4% |
| 1Y | -24.1% | -6.7% | -17.5% | -23.9% |
| 3Y | +300.2% | +39.3% | +260.9% | +253.3% |
| 5Y | +645.9% | +111.6% | +534.3% | +472.8% |
| 10Y | +1,152.2% | +422.6% | +729.5% | +686.7% |
| All | +1,088.3% | +398.7% | +689.6% | +651.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling