+33,946.6%
VLO vs PEG
+2,974.8%
+30,971.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -9.5% | +2.6% | -12.1% | -10.6% |
| 30D | -19.1% | +3.3% | -22.5% | -20.5% |
| 3M | +11.4% | +1.1% | +10.3% | +10.5% |
| 6M | +46.7% | -1.4% | +48.2% | +46.7% |
| YTD | +118.6% | -4.6% | +123.2% | +120.1% |
| 1Y | +99.9% | -7.2% | +107.1% | +103.9% |
| 3Y | +210.5% | +33.7% | +176.7% | +159.9% |
| 5Y | +432.7% | +40.8% | +391.8% | +326.0% |
| 10Y | +717.1% | +162.8% | +554.3% | +380.8% |
| All | +33,946.6% | +2,974.8% | +30,971.8% | +9,250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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