+202.4%
VLO vs PAAS
+236.3%
-33.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.1% |
| 7D | +5.2% | -2.9% | +8.1% | +5.3% |
| 30D | +22.6% | +6.8% | +15.8% | +22.1% |
| 3M | +43.8% | -2.9% | +46.7% | +43.9% |
| 6M | +65.7% | -16.4% | +82.2% | +67.5% |
| YTD | +131.1% | 0.0% | +131.1% | +128.1% |
| 1Y | +143.6% | +54.3% | +89.3% | +129.1% |
| All | +202.4% | +236.3% | -33.8% | +155.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling