+938.9%
VLO vs WWD
+479.8%
+459.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +6.2% | +0.6% | +5.6% | +5.9% |
| 30D | +23.5% | -5.1% | +28.6% | +26.1% |
| 3M | +53.9% | -11.2% | +65.1% | +59.6% |
| 6M | +81.7% | -12.0% | +93.7% | +84.5% |
| YTD | +142.5% | +12.0% | +130.5% | +116.6% |
| 1Y | +145.4% | +42.8% | +102.6% | +91.1% |
| 3Y | +197.3% | +168.9% | +28.4% | +55.2% |
| 5Y | +614.6% | +192.2% | +422.4% | +236.7% |
| 10Y | +938.9% | +495.3% | +443.6% | +218.4% |
| All | +938.9% | +479.8% | +459.1% | +218.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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