+23,528.2%
VLO vs WWD
+14,867.0%
+8,661.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -9.5% | +0.4% | -10.0% | -9.7% |
| 30D | -19.1% | -0.4% | -18.7% | -19.3% |
| 3M | +11.4% | -6.1% | +17.4% | +13.2% |
| 6M | +46.7% | -9.5% | +56.3% | +48.8% |
| YTD | +118.6% | +10.8% | +107.8% | +101.5% |
| 1Y | +99.9% | +23.5% | +76.4% | +75.4% |
| 3Y | +210.5% | +151.3% | +59.2% | +100.9% |
| 5Y | +432.7% | +187.8% | +244.9% | +216.7% |
| 10Y | +717.1% | +461.1% | +256.0% | +274.4% |
| All | +23,528.2% | +14,867.0% | +8,661.2% | +5,955.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling