+463.1%
VLO vs PINS
-14.1%
+477.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.3% |
| 7D | +5.2% | -12.0% | +17.2% | +7.0% |
| 30D | +22.6% | -12.7% | +35.3% | +24.7% |
| 3M | +43.8% | -5.5% | +49.3% | +44.2% |
| 6M | +65.7% | +5.3% | +60.5% | +63.2% |
| YTD | +131.1% | -21.2% | +152.3% | +135.6% |
| 1Y | +143.6% | -45.0% | +188.7% | +160.2% |
| 3Y | +201.4% | -26.2% | +227.6% | +200.4% |
| 5Y | +568.9% | -64.0% | +632.8% | +612.0% |
| All | +463.1% | -14.1% | +477.2% | +256.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling