+499.6%
PLTR vs VLO
+412.5%
+87.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.8% | +3.8% |
| 7D | -12.9% | -13.3% | +0.4% | -10.3% |
| 30D | -17.4% | -18.3% | +0.9% | -14.2% |
| 3M | +2.9% | +14.3% | -11.5% | -0.7% |
| 6M | +19.9% | +47.6% | -27.8% | +9.3% |
| YTD | -9.8% | +116.0% | -125.7% | -25.1% |
| 1Y | -8.4% | +101.0% | -109.4% | -22.7% |
| 3Y | +765.0% | +199.0% | +566.0% | +558.2% |
| All | +499.6% | +412.5% | +87.0% | +317.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling