+790.3%
VLO vs WEC
+195.5%
+594.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | +9.6% | +1.5% | +8.1% | +9.2% |
| 30D | -17.4% | +10.2% | -27.6% | -19.5% |
| 3M | +10.8% | +7.6% | +3.2% | +8.5% |
| 6M | +56.9% | +6.6% | +50.3% | +53.8% |
| YTD | +136.8% | +14.4% | +122.4% | +127.3% |
| 1Y | +120.7% | +8.8% | +111.8% | +114.7% |
| 3Y | +231.9% | +63.3% | +168.6% | +185.1% |
| 5Y | +479.0% | +56.0% | +423.0% | +398.1% |
| All | +790.3% | +195.5% | +594.8% | +562.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling