+199.2%
VLO vs PLTD
-77.8%
+277.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | +0.5% |
| 7D | +5.2% | +5.9% | -0.7% | +5.9% |
| 30D | +22.6% | -11.6% | +34.2% | +21.3% |
| 3M | +43.8% | -29.9% | +73.7% | +40.2% |
| 6M | +65.7% | -28.5% | +94.3% | +62.7% |
| YTD | +131.1% | -20.4% | +151.5% | +130.9% |
| 1Y | +143.6% | -33.3% | +176.9% | +138.7% |
| All | +199.2% | -77.8% | +277.1% | +163.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling