+754.3%
VLO vs WAB
+282.9%
+471.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -0.4% | +3.1% | -3.6% | -2.2% |
| 30D | -16.6% | +6.4% | -23.0% | -19.7% |
| 3M | +12.3% | +2.2% | +10.1% | +10.2% |
| 6M | +47.8% | +13.7% | +34.1% | +34.8% |
| YTD | +126.7% | +43.0% | +83.7% | +77.4% |
| 1Y | +105.4% | +47.0% | +58.4% | +57.7% |
| 3Y | +222.0% | +174.4% | +47.6% | +65.8% |
| 5Y | +449.8% | +222.2% | +227.7% | +149.5% |
| 10Y | +754.3% | +276.9% | +477.4% | +199.6% |
| All | +754.3% | +282.9% | +471.4% | +199.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling