+120.6%
VLO vs PLUG
-44.1%
+164.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.5% | -9.3% | -5.8% |
| 7D | -6.0% | +2.8% | -8.8% | -6.0% |
| 30D | -12.9% | -22.8% | +9.9% | -12.2% |
| 3M | +18.3% | -32.4% | +50.7% | +19.7% |
| 6M | +46.4% | -53.4% | +99.8% | +49.0% |
| YTD | +127.7% | -25.9% | +153.6% | +124.4% |
| 1Y | +120.6% | -42.1% | +162.7% | +115.6% |
| All | +120.6% | -44.1% | +164.7% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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