+481.5%
VLO vs PINS
-15.2%
+496.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.5% | +3.4% |
| 7D | +5.8% | -5.2% | +11.0% | +6.5% |
| 30D | +28.3% | -14.9% | +43.3% | +31.0% |
| 3M | +48.7% | -8.4% | +57.2% | +49.8% |
| 6M | +71.9% | +0.6% | +71.3% | +70.3% |
| YTD | +138.7% | -22.2% | +160.9% | +143.7% |
| 1Y | +148.5% | -46.9% | +195.4% | +166.6% |
| 3Y | +192.7% | -26.9% | +219.6% | +192.1% |
| 5Y | +601.6% | -63.0% | +664.6% | +642.7% |
| All | +481.5% | -15.2% | +496.7% | +268.3% |
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