+441.9%
VLO vs PINS
-19.7%
+461.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.4% | +2.9% |
| 7D | -6.5% | -6.2% | -0.3% | -5.7% |
| 30D | -17.8% | -10.9% | -6.8% | -16.6% |
| 3M | +19.6% | -19.5% | +39.1% | +22.5% |
| 6M | +49.3% | -10.4% | +59.7% | +50.0% |
| YTD | +122.4% | -26.4% | +148.8% | +127.9% |
| 1Y | +107.4% | -29.6% | +137.1% | +114.0% |
| 3Y | +223.1% | -39.0% | +262.1% | +230.7% |
| 5Y | +432.2% | -59.1% | +491.4% | +453.1% |
| All | +441.9% | -19.7% | +461.6% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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