+1,333.5%
VLO vs WU
-19.6%
+1,353.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.5% |
| 7D | +5.2% | -0.8% | +6.0% | +5.6% |
| 30D | +22.6% | -1.1% | +23.7% | +23.1% |
| 3M | +43.8% | -3.9% | +47.6% | +42.8% |
| 6M | +65.7% | -20.7% | +86.4% | +80.5% |
| YTD | +131.1% | -18.4% | +149.5% | +146.9% |
| 1Y | +143.6% | -8.1% | +151.7% | +140.7% |
| 3Y | +201.4% | -24.2% | +225.5% | +219.6% |
| 5Y | +568.9% | -50.4% | +619.3% | +764.0% |
| 10Y | +891.8% | -40.0% | +931.8% | +1,031.2% |
| All | +1,333.5% | -19.6% | +1,353.1% | +1,127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling