+120.6%
VLO vs WCC
+24.5%
+96.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -9.9% | +4.2% | -5.5% |
| 7D | -6.0% | -8.8% | +2.8% | -5.7% |
| 30D | -12.9% | -16.0% | +3.1% | -12.6% |
| 3M | +18.3% | -15.2% | +33.6% | +18.6% |
| 6M | +46.4% | -8.4% | +54.8% | +46.1% |
| YTD | +127.7% | +30.1% | +97.7% | +112.4% |
| 1Y | +120.6% | +26.4% | +94.2% | +107.1% |
| All | +120.6% | +24.5% | +96.2% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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