+33,997.0%
VLO vs PCAR
+12,836.9%
+21,160.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -3.3% |
| 7D | -8.7% | +2.2% | -10.8% | -9.6% |
| 30D | -16.2% | -4.4% | -11.8% | -14.9% |
| 3M | +16.2% | -21.4% | +37.6% | +26.9% |
| 6M | +39.8% | -7.3% | +47.1% | +42.3% |
| YTD | +119.0% | -3.8% | +122.7% | +117.9% |
| 1Y | +110.8% | +6.3% | +104.5% | +101.3% |
| 3Y | +201.7% | +34.4% | +167.3% | +160.3% |
| 5Y | +426.2% | +109.2% | +317.0% | +278.7% |
| 10Y | +790.3% | +312.9% | +477.4% | +408.3% |
| All | +33,997.0% | +12,836.9% | +21,160.2% | +9,186.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling