+938.9%
VLO vs WU
-40.9%
+979.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | +6.2% | -4.9% | +11.2% | +8.5% |
| 30D | +23.5% | -1.3% | +24.8% | +23.9% |
| 3M | +53.9% | -3.6% | +57.4% | +52.6% |
| 6M | +81.7% | -24.3% | +106.0% | +100.6% |
| YTD | +142.5% | -21.1% | +163.6% | +161.3% |
| 1Y | +145.4% | -10.3% | +155.8% | +144.8% |
| 3Y | +197.3% | -28.4% | +225.7% | +222.9% |
| 5Y | +614.6% | -51.2% | +665.8% | +841.6% |
| 10Y | +938.9% | -39.6% | +978.5% | +1,140.0% |
| All | +938.9% | -40.9% | +979.7% | +1,140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling