+120.7%
VLO vs PFG
+37.6%
+83.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | +9.6% | +2.4% | +7.3% | +9.5% |
| 30D | -17.4% | +5.9% | -23.3% | -17.6% |
| 3M | +10.8% | -0.4% | +11.2% | +11.0% |
| 6M | +56.9% | +14.8% | +42.1% | +56.6% |
| YTD | +136.8% | +31.9% | +104.9% | +128.1% |
| 1Y | +120.7% | +38.8% | +81.9% | +108.8% |
| All | +120.7% | +37.6% | +83.1% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling