+752.5%
VLO vs WMB
+281.6%
+471.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.2% | +1.5% | +2.2% |
| 7D | -0.4% | +1.6% | -2.0% | -1.5% |
| 30D | -16.6% | -7.1% | -9.5% | -12.7% |
| 3M | +12.3% | -4.0% | +16.3% | +14.4% |
| 6M | +47.8% | -5.7% | +53.6% | +51.6% |
| YTD | +126.7% | +17.2% | +109.6% | +99.7% |
| 1Y | +105.4% | +17.2% | +88.2% | +80.5% |
| 3Y | +222.0% | +121.1% | +100.9% | +70.1% |
| 5Y | +449.8% | +197.2% | +252.7% | +134.3% |
| All | +752.5% | +281.6% | +471.0% | +175.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling