+938.9%
VLO vs WCC
+506.2%
+432.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.0% |
| 7D | +6.2% | +6.8% | -0.6% | +3.8% |
| 30D | +23.5% | -3.0% | +26.5% | +24.5% |
| 3M | +53.9% | +0.2% | +53.7% | +51.8% |
| 6M | +81.7% | +33.2% | +48.5% | +58.2% |
| YTD | +142.5% | +45.8% | +96.7% | +103.3% |
| 1Y | +145.4% | +68.4% | +77.1% | +93.1% |
| 3Y | +197.3% | +131.1% | +66.2% | +91.5% |
| 5Y | +614.6% | +225.6% | +389.0% | +263.7% |
| 10Y | +938.9% | +534.2% | +404.7% | +209.4% |
| All | +938.9% | +506.2% | +432.7% | +209.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling