+143.6%
VLO vs PLTU
-18.5%
+162.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.0% | +9.0% | +0.3% |
| 7D | +5.2% | -13.6% | +18.8% | +5.6% |
| 30D | +22.6% | +16.7% | +5.9% | +21.8% |
| 3M | +43.8% | +29.6% | +14.2% | +42.0% |
| 6M | +65.7% | -0.1% | +65.9% | +64.7% |
| YTD | +131.1% | -31.5% | +162.6% | +131.2% |
| 1Y | +143.6% | -19.7% | +163.4% | +150.6% |
| All | +143.6% | -18.5% | +162.1% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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