+38.3%
PLD vs VLO
+236.1%
-197.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +1.3% | +9.6% | -8.3% | 0.0% |
| 30D | -1.4% | -17.4% | +16.0% | +1.3% |
| 3M | -8.2% | +10.8% | -18.9% | -10.1% |
| 6M | -8.0% | +56.9% | -65.0% | -15.4% |
| YTD | +3.2% | +136.8% | -133.6% | -14.9% |
| 1Y | +7.0% | +120.7% | -113.6% | -10.3% |
| 3Y | +38.3% | +231.9% | -193.6% | -3.4% |
| All | +38.3% | +236.1% | -197.8% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling