+411.1%
WDC vs VLO
+150.4%
+260.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.5% | +1.1% |
| 7D | +7.5% | +6.2% | +1.2% | +7.7% |
| 30D | +10.1% | +23.5% | -13.4% | +11.1% |
| 3M | -6.8% | +53.9% | -60.7% | -2.5% |
| 6M | +84.1% | +81.7% | +2.5% | +95.3% |
| YTD | +180.3% | +142.5% | +37.8% | +192.2% |
| 1Y | +411.1% | +145.4% | +265.6% | +452.7% |
| All | +411.1% | +150.4% | +260.6% | +452.7% |
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