+35,889.1%
VLO vs WM
+26,336.4%
+9,552.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | +5.2% | -0.3% | +5.5% | +5.3% |
| 30D | +22.6% | -2.4% | +25.0% | +23.2% |
| 3M | +43.8% | +0.4% | +43.3% | +43.3% |
| 6M | +65.7% | -9.5% | +75.2% | +69.1% |
| YTD | +131.1% | +0.5% | +130.6% | +130.1% |
| 1Y | +143.6% | -1.1% | +144.7% | +143.1% |
| 3Y | +201.4% | +46.0% | +155.3% | +172.0% |
| 5Y | +568.9% | +51.8% | +517.1% | +494.6% |
| 10Y | +891.8% | +307.5% | +584.3% | +626.3% |
| All | +35,889.1% | +26,336.4% | +9,552.7% | +20,313.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling