+869.5%
VLO vs PAAS
+200.1%
+669.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | +5.2% | -2.9% | +8.1% | +5.4% |
| 30D | +22.6% | +6.8% | +15.8% | +21.8% |
| 3M | +43.8% | -2.9% | +46.7% | +43.6% |
| 6M | +65.7% | -16.4% | +82.2% | +66.8% |
| YTD | +131.1% | 0.0% | +131.1% | +128.1% |
| 1Y | +143.6% | +54.3% | +89.3% | +130.7% |
| 3Y | +201.4% | +230.7% | -29.3% | +162.5% |
| 5Y | +568.9% | +111.6% | +457.3% | +493.8% |
| All | +869.5% | +200.1% | +669.4% | +755.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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