+432.2%
VLO vs PCOR
-14.6%
+446.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.8% |
| 7D | -6.5% | +22.2% | -28.7% | -9.2% |
| 30D | -17.8% | +36.0% | -53.8% | -21.4% |
| 3M | +19.6% | +34.0% | -14.4% | +14.2% |
| 6M | +49.3% | +43.5% | +5.8% | +40.4% |
| YTD | +122.4% | +5.1% | +117.3% | +117.7% |
| 1Y | +107.4% | -3.9% | +111.4% | +106.1% |
| 3Y | +223.1% | +52.9% | +170.1% | +200.1% |
| 5Y | +432.2% | -18.7% | +450.9% | +400.5% |
| All | +432.2% | -14.6% | +446.8% | +400.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling