+601.6%
VLO vs WU
-51.1%
+652.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.8% | +3.9% |
| 7D | +5.8% | -0.8% | +6.6% | +5.9% |
| 30D | +28.3% | -1.1% | +29.5% | +28.6% |
| 3M | +48.7% | -1.8% | +50.6% | +47.4% |
| 6M | +71.9% | -23.9% | +95.8% | +82.7% |
| YTD | +138.7% | -20.4% | +159.1% | +149.6% |
| 1Y | +148.5% | -10.6% | +159.0% | +148.7% |
| 3Y | +192.7% | -27.7% | +220.4% | +209.2% |
| 5Y | +601.6% | -51.1% | +652.7% | +748.0% |
| All | +601.6% | -51.1% | +652.7% | +748.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling