+432.2%
VLO vs WM
+60.4%
+371.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.8% | +3.0% |
| 7D | -6.5% | -0.5% | -6.0% | -6.4% |
| 30D | -17.8% | +13.3% | -31.1% | -19.1% |
| 3M | +19.6% | +4.4% | +15.2% | +18.9% |
| 6M | +49.3% | +10.8% | +38.4% | +46.8% |
| YTD | +122.4% | +9.1% | +113.3% | +119.3% |
| 1Y | +107.4% | +19.1% | +88.3% | +102.0% |
| 3Y | +223.1% | +45.7% | +177.4% | +196.1% |
| 5Y | +432.2% | +60.4% | +371.8% | +375.0% |
| All | +432.2% | +60.4% | +371.8% | +375.0% |
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