+103.3%
VLO vs WST
+52.7%
+50.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.3% | -0.3% | +3.1% |
| 7D | -6.5% | +1.3% | -7.8% | -6.4% |
| 30D | -17.8% | +12.9% | -30.6% | -17.3% |
| 3M | +19.6% | +16.7% | +2.9% | +20.4% |
| 6M | +49.3% | +26.8% | +22.4% | +50.7% |
| YTD | +122.4% | +50.5% | +71.9% | +123.4% |
| All | +103.3% | +52.7% | +50.6% | +104.3% |
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