+938.9%
VLO vs WEC
+141.2%
+797.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | +6.2% | +0.4% | +5.8% | +6.1% |
| 30D | +23.5% | +0.9% | +22.6% | +23.2% |
| 3M | +53.9% | -5.3% | +59.2% | +55.9% |
| 6M | +81.7% | -6.6% | +88.2% | +84.3% |
| YTD | +142.5% | +3.3% | +139.2% | +139.5% |
| 1Y | +145.4% | +2.1% | +143.4% | +142.8% |
| 3Y | +197.3% | +39.6% | +157.7% | +167.5% |
| 5Y | +614.6% | +31.2% | +583.4% | +547.4% |
| 10Y | +938.9% | +148.4% | +790.4% | +749.9% |
| All | +938.9% | +141.2% | +797.7% | +749.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling