+227.7%
VLO vs PAAS
+197.4%
+30.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.2% | +3.2% |
| 7D | +6.8% | -7.0% | +13.8% | +6.9% |
| 30D | -17.9% | -15.3% | -2.6% | -17.5% |
| 3M | +13.5% | -27.7% | +41.3% | +14.5% |
| 6M | +53.0% | -40.5% | +93.5% | +56.1% |
| YTD | +133.7% | -26.5% | +160.2% | +132.6% |
| 1Y | +115.7% | -0.8% | +116.4% | +107.7% |
| All | +227.7% | +197.4% | +30.3% | +168.0% |
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