+560.5%
VLO vs PAAS
+113.1%
+447.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | +5.2% | -2.9% | +8.1% | +5.5% |
| 30D | +22.6% | +6.8% | +15.8% | +21.6% |
| 3M | +43.8% | -2.9% | +46.7% | +43.6% |
| 6M | +65.7% | -16.4% | +82.2% | +67.6% |
| YTD | +131.1% | 0.0% | +131.1% | +126.5% |
| 1Y | +143.6% | +54.3% | +89.3% | +123.5% |
| 3Y | +201.4% | +230.7% | -29.3% | +137.1% |
| All | +560.5% | +113.1% | +447.4% | +469.0% |
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 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