+6,944.4%
VLO vs WTW
+1,139.1%
+5,805.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.8% | +6.1% | +4.5% |
| 7D | +5.8% | -2.7% | +8.5% | +7.0% |
| 30D | +28.3% | -5.6% | +34.0% | +31.3% |
| 3M | +48.7% | +26.5% | +22.2% | +33.0% |
| 6M | +71.9% | +8.1% | +63.8% | +63.3% |
| YTD | +138.7% | -0.3% | +139.0% | +133.9% |
| 1Y | +148.5% | -0.9% | +149.3% | +143.3% |
| 3Y | +192.7% | +66.6% | +126.0% | +119.9% |
| 5Y | +601.6% | +54.0% | +547.6% | +435.4% |
| 10Y | +900.2% | +198.1% | +702.0% | +450.6% |
| All | +6,944.4% | +1,139.1% | +5,805.3% | +2,755.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling