+1,684.5%
PLTR vs VLO
+1,006.5%
+678.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.0% | -0.8% |
| 7D | 0.0% | +6.2% | -6.2% | -1.1% |
| 30D | -3.3% | +23.5% | -26.7% | -7.1% |
| 3M | +28.4% | +53.9% | -25.5% | +18.0% |
| 6M | +8.4% | +81.7% | -73.3% | -4.1% |
| YTD | -4.6% | +142.5% | -147.1% | -20.4% |
| 1Y | +4.4% | +145.4% | -141.0% | -13.1% |
| 3Y | +1,020.5% | +197.3% | +823.2% | +782.6% |
| 5Y | +548.8% | +614.6% | -65.8% | +348.3% |
| All | +1,684.5% | +1,006.5% | +678.1% | +1,040.9% |
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