+938.9%
VLO vs WING
+359.3%
+579.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.5% |
| 7D | +6.2% | -2.3% | +8.5% | +6.4% |
| 30D | +23.5% | -5.6% | +29.1% | +23.8% |
| 3M | +53.9% | -22.9% | +76.8% | +56.2% |
| 6M | +81.7% | -50.4% | +132.1% | +90.5% |
| YTD | +142.5% | -53.3% | +195.8% | +154.4% |
| 1Y | +145.4% | -61.2% | +206.7% | +161.4% |
| 3Y | +197.3% | -30.1% | +227.4% | +184.9% |
| 5Y | +614.6% | -35.0% | +649.6% | +577.6% |
| 10Y | +938.9% | +375.5% | +563.3% | +578.2% |
| All | +938.9% | +359.3% | +579.6% | +578.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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