+192.7%
VLO vs WCN
+19.6%
+173.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.0% | +4.3% | +3.3% |
| 7D | +5.8% | -0.4% | +6.2% | +5.8% |
| 30D | +28.3% | -2.1% | +30.5% | +28.5% |
| 3M | +48.7% | +6.4% | +42.4% | +47.4% |
| 6M | +71.9% | -3.7% | +75.6% | +72.2% |
| YTD | +138.7% | -6.4% | +145.0% | +139.6% |
| 1Y | +148.5% | -7.9% | +156.4% | +150.1% |
| 3Y | +192.7% | +20.8% | +171.9% | +169.4% |
| All | +192.7% | +19.6% | +173.0% | +169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling