+103.3%
VLO vs PCAR
+9.3%
+94.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +3.1% |
| 7D | -6.5% | +2.9% | -9.4% | -6.3% |
| 30D | -17.8% | -2.1% | -15.6% | -17.7% |
| 3M | +19.6% | -20.4% | +39.9% | +18.2% |
| 6M | +49.3% | -7.0% | +56.2% | +48.5% |
| YTD | +122.4% | -2.6% | +125.0% | +118.0% |
| All | +103.3% | +9.3% | +94.0% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 1y: compounded portfolio wealth divided by compounded PCAR 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…
1y analysis · Full analysis span regression · 6 months rolling