+23,363.5%
VLO vs PAAS
+1,235.6%
+22,127.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.3% |
| 7D | +5.2% | -2.9% | +8.1% | +5.6% |
| 30D | +22.6% | +6.8% | +15.8% | +21.1% |
| 3M | +43.8% | -2.9% | +46.7% | +43.3% |
| 6M | +65.7% | -16.4% | +82.2% | +67.1% |
| YTD | +131.1% | 0.0% | +131.1% | +125.7% |
| 1Y | +143.6% | +54.3% | +89.3% | +122.3% |
| 3Y | +201.4% | +230.7% | -29.3% | +139.1% |
| 5Y | +568.9% | +111.6% | +457.3% | +453.6% |
| 10Y | +891.8% | +211.7% | +680.1% | +604.1% |
| All | +23,363.5% | +1,235.6% | +22,127.8% | +12,967.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling