+35,889.1%
VLO vs PCG
+103.4%
+35,785.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.4% |
| 7D | +5.2% | -13.9% | +19.1% | +7.1% |
| 30D | +22.6% | -16.9% | +39.5% | +25.3% |
| 3M | +43.8% | -14.7% | +58.5% | +46.2% |
| 6M | +65.7% | -23.8% | +89.6% | +71.1% |
| YTD | +131.1% | -10.5% | +141.6% | +132.4% |
| 1Y | +143.6% | -5.1% | +148.7% | +142.2% |
| 3Y | +201.4% | -11.6% | +213.0% | +200.2% |
| 5Y | +568.9% | +59.0% | +509.9% | +504.4% |
| 10Y | +891.8% | -75.7% | +967.5% | +936.4% |
| All | +35,889.1% | +103.4% | +35,785.7% | +19,047.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling