+148.5%
VLO vs WST
+35.8%
+112.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +3.3% |
| 7D | +5.8% | -0.3% | +6.0% | +5.8% |
| 30D | +28.3% | -4.6% | +32.9% | +28.5% |
| 3M | +48.7% | +5.7% | +43.0% | +48.5% |
| 6M | +71.9% | +37.6% | +34.3% | +67.9% |
| YTD | +138.7% | +23.0% | +115.6% | +136.1% |
| 1Y | +148.5% | +33.8% | +114.6% | +150.6% |
| All | +148.5% | +35.8% | +112.7% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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