+143.6%
VLO vs WY
-5.4%
+149.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +5.2% | -2.6% | +7.8% | +4.7% |
| 30D | +22.6% | -10.9% | +33.5% | +20.0% |
| 3M | +43.8% | -6.0% | +49.8% | +42.6% |
| 6M | +65.7% | -5.6% | +71.4% | +65.7% |
| YTD | +131.1% | -1.1% | +132.2% | +130.4% |
| 1Y | +143.6% | -7.5% | +151.1% | +140.8% |
| All | +143.6% | -5.4% | +149.0% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling