+14,073.1%
VLO vs WCC
+1,535.5%
+12,537.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.1% | -5.2% | +0.7% |
| 7D | -6.5% | -5.7% | -0.8% | -5.1% |
| 30D | -17.8% | -13.5% | -4.3% | -14.8% |
| 3M | +19.6% | -12.9% | +32.5% | +23.0% |
| 6M | +49.3% | -10.7% | +59.9% | +50.8% |
| YTD | +122.4% | +30.0% | +92.4% | +98.6% |
| 1Y | +107.4% | +24.7% | +82.7% | +87.1% |
| 3Y | +223.1% | +136.6% | +86.5% | +129.7% |
| 5Y | +432.2% | +143.9% | +288.3% | +257.6% |
| 10Y | +743.6% | +465.9% | +277.7% | +311.6% |
| All | +14,073.1% | +1,535.5% | +12,537.6% | +5,262.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling