+560.5%
VLO vs PDD
-22.7%
+583.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | 0.0% |
| 7D | +5.2% | -4.1% | +9.3% | +5.5% |
| 30D | +22.6% | -9.6% | +32.2% | +23.3% |
| 3M | +43.8% | -4.3% | +48.0% | +44.0% |
| 6M | +65.7% | -18.8% | +84.5% | +67.3% |
| YTD | +131.1% | -27.5% | +158.6% | +135.0% |
| 1Y | +143.6% | -33.6% | +177.3% | +149.1% |
| 3Y | +201.4% | -20.4% | +221.8% | +201.7% |
| All | +560.5% | -22.7% | +583.2% | +631.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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