+145.4%
VLO vs WEC
+2.5%
+142.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.6% |
| 7D | +6.2% | +0.4% | +5.8% | +6.3% |
| 30D | +23.5% | +0.9% | +22.6% | +23.7% |
| 3M | +53.9% | -5.3% | +59.2% | +53.3% |
| 6M | +81.7% | -6.6% | +88.2% | +80.6% |
| YTD | +142.5% | +3.3% | +139.2% | +144.9% |
| 1Y | +145.4% | +2.1% | +143.4% | +150.5% |
| All | +145.4% | +2.5% | +142.9% | +150.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling