+148.3%
VLO vs GWW
+29.7%
+118.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +4.0% | -3.1% | +7.1% | +4.0% |
| 30D | +19.0% | -2.3% | +21.3% | +19.0% |
| 3M | +50.0% | -3.3% | +53.3% | +49.8% |
| 6M | +79.1% | +15.4% | +63.8% | +78.3% |
| YTD | +140.3% | +26.7% | +113.5% | +139.3% |
| 1Y | +148.3% | +29.0% | +119.4% | +147.9% |
| All | +148.3% | +29.7% | +118.7% | +147.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling