+768.4%
VLO vs PAAS
+192.1%
+576.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.5% |
| 7D | -13.3% | +8.4% | -21.7% | -13.8% |
| 30D | -18.3% | -7.2% | -11.1% | -18.0% |
| 3M | +14.3% | -14.0% | +28.4% | +15.1% |
| 6M | +47.6% | -26.8% | +74.4% | +49.9% |
| YTD | +116.0% | -19.8% | +135.8% | +115.9% |
| 1Y | +101.0% | +22.8% | +78.2% | +93.3% |
| 3Y | +199.0% | +183.6% | +15.4% | +162.5% |
| 5Y | +419.0% | +73.8% | +345.2% | +366.0% |
| All | +768.4% | +192.1% | +576.3% | +673.6% |
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