+1,643.3%
PLD vs VLO
+9,492.5%
-7,849.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.7% | -1.0% |
| 7D | +0.4% | -8.7% | +9.1% | +2.8% |
| 30D | -0.1% | -16.2% | +16.1% | +4.6% |
| 3M | -7.9% | +16.2% | -24.1% | -12.6% |
| 6M | -7.0% | +39.8% | -46.7% | -16.9% |
| YTD | +3.1% | +119.0% | -115.9% | -20.2% |
| 1Y | +7.1% | +110.8% | -103.7% | -16.3% |
| 3Y | +32.9% | +201.7% | -168.8% | -9.0% |
| 5Y | +1.5% | +426.2% | -424.7% | -44.3% |
| 10Y | +245.9% | +790.3% | -544.4% | +37.5% |
| All | +1,643.3% | +9,492.5% | -7,849.2% | +284.0% |
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