+420.0%
VLO vs PINS
-58.9%
+478.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -1.0% |
| 7D | -13.3% | -2.1% | -11.2% | -13.2% |
| 30D | -18.3% | -6.6% | -11.7% | -17.9% |
| 3M | +14.3% | -18.7% | +33.1% | +16.3% |
| 6M | +47.6% | -10.4% | +58.0% | +48.2% |
| YTD | +116.0% | -26.8% | +142.7% | +120.4% |
| 1Y | +101.0% | -27.9% | +128.9% | +105.5% |
| 3Y | +199.0% | -38.7% | +237.7% | +204.9% |
| All | +420.0% | -58.9% | +478.9% | +424.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling