+36,773.5%
VLO vs GWW
+16,336.7%
+20,436.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.7% |
| 7D | +9.6% | +3.6% | +6.1% | +8.1% |
| 30D | -17.4% | +12.1% | -29.5% | -21.3% |
| 3M | +10.8% | +12.9% | -2.1% | +5.2% |
| 6M | +56.9% | +19.3% | +37.6% | +45.3% |
| YTD | +136.8% | +48.7% | +88.1% | +99.1% |
| 1Y | +120.7% | +60.5% | +60.2% | +79.5% |
| 3Y | +231.9% | +93.3% | +138.7% | +148.0% |
| 5Y | +479.0% | +219.0% | +260.0% | +244.1% |
| 10Y | +792.2% | +659.0% | +133.2% | +261.5% |
| All | +36,773.5% | +16,336.7% | +20,436.7% | +6,409.3% |
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