+11,850.9%
WDC vs VLO
+36,299.7%
-24,448.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.8% | -1.7% |
| 7D | +16.3% | +6.8% | +9.5% | +13.9% |
| 30D | -18.3% | -17.9% | -0.4% | -12.8% |
| 3M | -31.4% | +13.5% | -45.0% | -34.6% |
| 6M | -36.3% | +53.0% | -89.3% | -45.4% |
| YTD | +80.8% | +133.7% | -52.9% | +31.7% |
| 1Y | +87.7% | +115.7% | -28.0% | +40.4% |
| 3Y | +819.4% | +231.9% | +587.5% | +481.5% |
| 5Y | +583.2% | +471.6% | +111.6% | +244.9% |
| 10Y | +689.8% | +780.7% | -90.9% | +228.9% |
| All | +11,850.9% | +36,299.7% | -24,448.8% | +1,663.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling