+420.0%
VLO vs PAAS
+71.7%
+348.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.8% | -1.5% |
| 7D | -13.3% | +8.4% | -21.7% | -13.9% |
| 30D | -18.3% | -7.2% | -11.1% | -17.9% |
| 3M | +14.3% | -14.0% | +28.4% | +15.2% |
| 6M | +47.6% | -26.8% | +74.4% | +50.5% |
| YTD | +116.0% | -19.8% | +135.8% | +115.2% |
| 1Y | +101.0% | +22.8% | +78.2% | +88.7% |
| 3Y | +199.0% | +183.6% | +15.4% | +138.5% |
| All | +420.0% | +71.7% | +348.3% | +350.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling