+148.5%
VLO vs WMB
+36.5%
+111.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +2.6% |
| 7D | +5.8% | +0.8% | +5.0% | +5.5% |
| 30D | +28.3% | +7.7% | +20.6% | +25.2% |
| 3M | +48.7% | +6.7% | +42.0% | +44.7% |
| 6M | +71.9% | +3.6% | +68.3% | +69.9% |
| YTD | +138.7% | +28.0% | +110.7% | +125.4% |
| 1Y | +148.5% | +37.6% | +110.8% | +133.8% |
| All | +148.5% | +36.5% | +111.9% | +133.8% |
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