+33,533.0%
VLO vs WEC
+4,360.7%
+29,172.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -0.5% |
| 7D | -13.3% | -0.2% | -13.1% | -13.3% |
| 30D | -18.3% | +12.3% | -30.6% | -22.4% |
| 3M | +14.3% | +8.3% | +6.1% | +10.2% |
| 6M | +47.6% | +3.5% | +44.2% | +44.6% |
| YTD | +116.0% | +12.7% | +103.3% | +103.3% |
| 1Y | +101.0% | +8.2% | +92.8% | +92.5% |
| 3Y | +199.0% | +55.9% | +143.1% | +139.8% |
| 5Y | +419.0% | +51.2% | +367.8% | +312.8% |
| 10Y | +778.2% | +177.6% | +600.6% | +385.4% |
| All | +33,533.0% | +4,360.7% | +29,172.3% | +5,531.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling