+205.5%
VLO vs PLTU
+140.2%
+65.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.6% |
| 7D | +6.2% | -0.8% | +7.0% | +6.2% |
| 30D | +23.5% | -8.8% | +32.3% | +23.8% |
| 3M | +53.9% | +41.7% | +12.2% | +49.0% |
| 6M | +81.7% | -9.3% | +90.9% | +79.2% |
| YTD | +142.5% | -35.2% | +177.7% | +142.6% |
| 1Y | +145.4% | -29.5% | +174.9% | +141.6% |
| All | +205.5% | +140.2% | +65.3% | +168.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling