+143.6%
VLO vs WTW
+3.0%
+140.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.2% |
| 7D | +5.2% | -2.6% | +7.8% | +5.5% |
| 30D | +22.6% | -1.0% | +23.6% | +22.7% |
| 3M | +43.8% | +29.9% | +13.9% | +38.9% |
| 6M | +65.7% | +10.7% | +55.0% | +63.5% |
| YTD | +131.1% | +2.6% | +128.5% | +130.2% |
| 1Y | +143.6% | +2.8% | +140.9% | +149.8% |
| All | +143.6% | +3.0% | +140.6% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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