+35,889.1%
VLO vs WEC
+3,978.4%
+31,910.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +5.2% | -0.3% | +5.5% | +5.3% |
| 30D | +22.6% | -1.3% | +23.9% | +23.2% |
| 3M | +43.8% | -3.9% | +47.7% | +45.9% |
| 6M | +65.7% | -8.3% | +74.1% | +71.1% |
| YTD | +131.1% | +3.1% | +128.0% | +126.6% |
| 1Y | +143.6% | +1.9% | +141.7% | +139.5% |
| 3Y | +201.4% | +41.9% | +159.5% | +151.9% |
| 5Y | +568.9% | +30.8% | +538.1% | +467.4% |
| 10Y | +891.8% | +141.9% | +749.9% | +485.0% |
| All | +35,889.1% | +3,978.4% | +31,910.7% | +6,178.6% |
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