+473.2%
VLO vs WM
+61.9%
+411.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +9.6% | +3.2% | +6.4% | +9.2% |
| 30D | -17.4% | +13.0% | -30.4% | -18.7% |
| 3M | +10.8% | +9.2% | +1.5% | +9.5% |
| 6M | +56.9% | +13.6% | +43.3% | +53.9% |
| YTD | +136.8% | +12.4% | +124.4% | +132.6% |
| 1Y | +120.7% | +21.2% | +99.4% | +114.4% |
| 3Y | +231.9% | +48.7% | +183.2% | +203.2% |
| All | +473.2% | +61.9% | +411.4% | +422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling