+35,889.1%
VLO vs GWW
+14,492.5%
+21,396.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | +5.2% | +1.4% | +3.8% | +4.6% |
| 30D | +22.6% | +3.3% | +19.3% | +21.1% |
| 3M | +43.8% | +2.9% | +40.8% | +41.7% |
| 6M | +65.7% | +15.8% | +50.0% | +54.7% |
| YTD | +131.1% | +32.0% | +99.1% | +104.4% |
| 1Y | +143.6% | +29.9% | +113.7% | +116.0% |
| 3Y | +201.4% | +91.1% | +110.3% | +126.1% |
| 5Y | +568.9% | +223.9% | +345.0% | +294.8% |
| 10Y | +891.8% | +567.0% | +324.8% | +323.7% |
| All | +35,889.1% | +14,492.5% | +21,396.6% | +6,584.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling