+992.6%
WDC vs VLO
+577.3%
+415.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.3% | -1.1% | +1.2% |
| 7D | +6.0% | +5.8% | +0.2% | +4.3% |
| 30D | +9.9% | +28.3% | -18.4% | +2.4% |
| 3M | -9.4% | +48.7% | -58.1% | -19.0% |
| 6M | +94.7% | +71.9% | +22.8% | +64.7% |
| YTD | +177.4% | +138.7% | +38.7% | +108.9% |
| 1Y | +412.6% | +148.5% | +264.1% | +278.8% |
| 3Y | +1,359.8% | +192.7% | +1,167.1% | +890.5% |
| 5Y | +992.6% | +601.6% | +390.9% | +432.0% |
| All | +992.6% | +577.3% | +415.3% | +432.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling