+608.2%
WDC vs VLO
+452.5%
+155.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +7.3% |
| 7D | -3.2% | -0.4% | -2.8% | -2.9% |
| 30D | -19.0% | -16.6% | -2.4% | -15.1% |
| 3M | -28.4% | +12.3% | -40.7% | -31.1% |
| 6M | -39.2% | +47.8% | -87.1% | -46.0% |
| YTD | +82.1% | +126.7% | -44.7% | +38.6% |
| 1Y | +84.7% | +105.4% | -20.7% | +45.3% |
| 3Y | +825.6% | +222.0% | +603.7% | +508.3% |
| 5Y | +608.2% | +449.8% | +158.3% | +283.1% |
| All | +608.2% | +452.5% | +155.7% | +283.1% |
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