+272.2%
PLD vs VLO
+749.3%
-477.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.7% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | -1.8% | -16.6% | +14.7% | +0.9% |
| 3M | -6.0% | +12.3% | -18.3% | -8.3% |
| 6M | -8.4% | +47.8% | -56.2% | -15.0% |
| YTD | +4.2% | +126.7% | -122.5% | -11.2% |
| 1Y | +6.2% | +105.4% | -99.1% | -8.0% |
| 3Y | +37.0% | +222.0% | -185.0% | +7.7% |
| 5Y | +1.2% | +449.8% | -448.7% | -29.8% |
| 10Y | +272.2% | +754.3% | -482.1% | +116.1% |
| All | +272.2% | +749.3% | -477.1% | +116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling