+27.4%
WMT vs VLO
+120.8%
-93.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.8% | +9.2% | +3.0% |
| 7D | +8.8% | -6.0% | +14.7% | +8.3% |
| 30D | +22.9% | -12.9% | +35.8% | +22.0% |
| 3M | +16.1% | +18.3% | -2.3% | +17.3% |
| 6M | -0.5% | +46.4% | -46.9% | +2.6% |
| YTD | +16.7% | +127.7% | -111.1% | +28.4% |
| 1Y | +27.4% | +120.6% | -93.3% | +39.2% |
| All | +27.4% | +120.8% | -93.4% | +39.2% |
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