+140.0%
WBD vs VLO
+143.4%
-3.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.8% | +5.2% | -7.0% | -1.9% |
| 30D | +8.8% | +22.6% | -13.8% | +8.2% |
| 3M | +4.6% | +43.8% | -39.1% | +3.4% |
| 6M | +1.1% | +65.7% | -64.7% | -0.3% |
| YTD | -2.0% | +131.1% | -133.1% | -4.9% |
| 1Y | +140.0% | +143.6% | -3.6% | +155.9% |
| All | +140.0% | +143.4% | -3.3% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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