+143.6%
VLO vs PCG
-6.6%
+150.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | +0.3% |
| 7D | +5.2% | -13.9% | +19.1% | +3.6% |
| 30D | +22.6% | -16.9% | +39.5% | +20.2% |
| 3M | +43.8% | -14.7% | +58.5% | +41.5% |
| 6M | +65.7% | -23.8% | +89.6% | +61.5% |
| YTD | +131.1% | -10.5% | +141.6% | +126.0% |
| 1Y | +143.6% | -5.1% | +148.7% | +142.1% |
| All | +143.6% | -6.6% | +150.2% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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