+601.6%
VLO vs WCC
+229.6%
+372.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.5% | +0.8% | +2.7% |
| 7D | +5.8% | +8.5% | -2.7% | +3.8% |
| 30D | +28.3% | -1.0% | +29.3% | +28.4% |
| 3M | +48.7% | +2.1% | +46.6% | +46.9% |
| 6M | +71.9% | +36.8% | +35.1% | +55.7% |
| YTD | +138.7% | +47.7% | +90.9% | +111.4% |
| 1Y | +148.5% | +66.5% | +81.9% | +111.9% |
| 3Y | +192.7% | +134.2% | +58.5% | +117.1% |
| 5Y | +601.6% | +231.6% | +370.0% | +334.6% |
| All | +601.6% | +229.6% | +372.0% | +334.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling