+33,533.0%
VLO vs WMB
+4,805.5%
+28,727.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -13.3% | -13.8% | +0.5% | -9.4% |
| 30D | -18.3% | -10.3% | -8.0% | -15.8% |
| 3M | +14.3% | -10.1% | +24.4% | +17.7% |
| 6M | +47.6% | -11.8% | +59.5% | +52.6% |
| YTD | +116.0% | +8.9% | +107.0% | +110.0% |
| 1Y | +101.0% | +14.0% | +87.0% | +92.8% |
| 3Y | +199.0% | +100.5% | +98.5% | +141.4% |
| 5Y | +419.0% | +179.5% | +239.5% | +284.8% |
| 10Y | +778.2% | +272.7% | +505.4% | +504.5% |
| All | +33,533.0% | +4,805.5% | +28,727.4% | +11,384.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling