+148.5%
VLO vs PLTD
-32.3%
+180.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +3.4% |
| 7D | +5.8% | +4.5% | +1.2% | +6.1% |
| 30D | +28.3% | -0.7% | +29.1% | +28.4% |
| 3M | +48.7% | -31.0% | +79.8% | +46.5% |
| 6M | +71.9% | -24.8% | +96.7% | +71.9% |
| YTD | +138.7% | -18.6% | +157.2% | +139.3% |
| 1Y | +148.5% | -31.8% | +180.3% | +144.4% |
| All | +148.5% | -32.3% | +180.8% | +144.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling