+560.5%
VLO vs WMB
+275.1%
+285.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +5.2% | +0.6% | +4.6% | +4.8% |
| 30D | +22.6% | +3.3% | +19.3% | +20.0% |
| 3M | +43.8% | +3.1% | +40.6% | +40.1% |
| 6M | +65.7% | -0.7% | +66.5% | +65.1% |
| YTD | +131.1% | +25.2% | +105.9% | +98.6% |
| 1Y | +143.6% | +32.9% | +110.8% | +99.3% |
| 3Y | +201.4% | +140.6% | +60.8% | +43.4% |
| All | +560.5% | +275.1% | +285.4% | +99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling