+36,299.7%
VLO vs WY
+600.5%
+35,699.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.5% |
| 7D | +6.8% | -5.4% | +12.2% | +9.2% |
| 30D | -17.9% | +7.9% | -25.7% | -20.9% |
| 3M | +13.5% | -16.6% | +30.2% | +21.1% |
| 6M | +53.0% | -11.2% | +64.2% | +57.5% |
| YTD | +133.7% | -11.3% | +145.1% | +138.0% |
| 1Y | +115.7% | -5.5% | +121.2% | +113.4% |
| 3Y | +231.9% | -25.4% | +257.3% | +257.6% |
| 5Y | +471.6% | -32.4% | +503.9% | +526.7% |
| 10Y | +780.7% | +3.8% | +777.0% | +682.5% |
| All | +36,299.7% | +600.5% | +35,699.3% | +17,468.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling