+120.6%
VLO vs WMB
+22.7%
+97.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -6.4% | +0.6% | -3.0% |
| 7D | -6.0% | -8.6% | +2.7% | -2.3% |
| 30D | -12.9% | -4.2% | -8.7% | -11.3% |
| 3M | +18.3% | -4.4% | +22.8% | +20.2% |
| 6M | +46.4% | -8.7% | +55.1% | +51.7% |
| YTD | +127.7% | +15.4% | +112.4% | +108.3% |
| 1Y | +120.6% | +23.7% | +96.9% | +93.8% |
| All | +120.6% | +22.7% | +97.9% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling