+195.5%
VLO vs PINS
-25.5%
+221.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | +5.2% | -12.0% | +17.2% | +6.7% |
| 30D | +22.6% | -12.7% | +35.3% | +24.4% |
| 3M | +43.8% | -5.5% | +49.3% | +44.1% |
| 6M | +65.7% | +5.3% | +60.5% | +63.5% |
| YTD | +131.1% | -21.2% | +152.3% | +136.5% |
| 1Y | +143.6% | -45.0% | +188.7% | +162.2% |
| All | +195.5% | -25.5% | +221.0% | +192.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling