+9,012.0%
WMT vs VLO
+35,889.1%
-26,877.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.9% | +5.2% | -1.3% | +3.4% |
| 30D | -4.4% | +22.6% | -27.0% | -6.2% |
| 3M | -8.8% | +43.8% | -52.6% | -11.9% |
| 6M | -15.6% | +65.7% | -81.4% | -19.8% |
| YTD | -3.2% | +131.1% | -134.3% | -10.9% |
| 1Y | +7.0% | +143.6% | -136.6% | -2.1% |
| 3Y | +105.3% | +201.4% | -96.1% | +82.1% |
| 5Y | +129.3% | +568.9% | -439.6% | +85.7% |
| 10Y | +423.9% | +891.8% | -467.9% | +291.5% |
| All | +9,012.0% | +35,889.1% | -26,877.1% | +4,022.0% |
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 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