+188.0%
VLO vs PLTD
-77.7%
+265.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.5% | +8.5% | +2.4% |
| 7D | -6.5% | +4.2% | -10.7% | -6.0% |
| 30D | -17.8% | +20.8% | -38.6% | -16.1% |
| 3M | +19.6% | -2.6% | +22.1% | +19.6% |
| 6M | +49.3% | -33.1% | +82.4% | +45.1% |
| YTD | +122.4% | -20.0% | +142.4% | +122.6% |
| 1Y | +107.4% | -21.6% | +129.1% | +107.6% |
| All | +188.0% | -77.7% | +265.7% | +153.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling