+14,628.1%
VLO vs WCC
+1,713.7%
+12,914.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -1.1% |
| 7D | +5.2% | +4.5% | +0.7% | +3.9% |
| 30D | +22.6% | -5.8% | +28.4% | +24.4% |
| 3M | +43.8% | -3.7% | +47.4% | +43.8% |
| 6M | +65.7% | +23.1% | +42.7% | +52.1% |
| YTD | +131.1% | +44.2% | +86.9% | +102.2% |
| 1Y | +143.6% | +62.1% | +81.5% | +104.6% |
| 3Y | +201.4% | +121.1% | +80.3% | +119.9% |
| 5Y | +568.9% | +214.0% | +354.9% | +320.6% |
| 10Y | +891.8% | +472.8% | +419.0% | +384.1% |
| All | +14,628.1% | +1,713.7% | +12,914.4% | +5,359.3% |
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