+459.4%
VLO vs PCOR
-7.7%
+467.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.1% | +3.5% |
| 7D | -0.4% | +2.5% | -3.0% | -0.7% |
| 30D | -16.6% | +37.9% | -54.5% | -20.3% |
| 3M | +12.3% | +32.0% | -19.7% | +7.6% |
| 6M | +47.8% | +54.7% | -6.9% | +37.9% |
| YTD | +126.7% | +6.6% | +120.2% | +121.6% |
| 1Y | +105.4% | -1.7% | +107.1% | +103.2% |
| 3Y | +222.0% | +49.0% | +173.0% | +200.1% |
| 5Y | +449.8% | -12.5% | +462.4% | +416.6% |
| All | +459.4% | -7.7% | +467.1% | +431.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 10y: compounded portfolio wealth divided by compounded PCOR 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…
10y analysis · Full analysis span regression · 6 months rolling