+180.2%
VLO vs PLTU
+126.1%
+54.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.1% | -8.1% | +2.4% |
| 7D | -6.5% | -11.7% | +5.2% | -6.0% |
| 30D | -17.8% | -36.9% | +19.2% | -16.2% |
| 3M | +19.6% | -10.9% | +30.5% | +19.5% |
| 6M | +49.3% | +18.0% | +31.3% | +44.9% |
| YTD | +122.4% | -39.0% | +161.4% | +122.1% |
| 1Y | +107.4% | -41.5% | +148.9% | +106.8% |
| All | +180.2% | +126.1% | +54.0% | +145.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling