+743.6%
VLO vs PWR
+1,915.1%
-1,171.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +9.4% | -6.4% | -0.7% |
| 7D | -6.5% | -4.8% | -1.7% | -5.3% |
| 30D | -17.8% | -16.2% | -1.5% | -12.8% |
| 3M | +19.6% | -11.9% | +31.5% | +23.5% |
| 6M | +49.3% | -20.6% | +69.9% | +58.2% |
| YTD | +122.4% | +40.3% | +82.1% | +78.2% |
| 1Y | +107.4% | +33.0% | +74.4% | +69.7% |
| 3Y | +223.1% | +250.0% | -26.9% | +44.7% |
| 5Y | +432.2% | +404.2% | +28.1% | +79.2% |
| 10Y | +743.6% | +1,865.8% | -1,122.2% | +14.9% |
| All | +743.6% | +1,915.1% | -1,171.4% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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