+209.0%
VLO vs PLTD
-77.3%
+286.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +3.5% |
| 7D | +5.8% | +4.5% | +1.2% | +6.3% |
| 30D | +28.3% | -0.7% | +29.1% | +28.4% |
| 3M | +48.7% | -31.0% | +79.8% | +44.6% |
| 6M | +71.9% | -24.8% | +96.7% | +69.8% |
| YTD | +138.7% | -18.6% | +157.2% | +139.0% |
| 1Y | +148.5% | -31.8% | +180.3% | +143.9% |
| All | +209.0% | -77.3% | +286.3% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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