+900.2%
VLO vs PWR
+2,399.9%
-1,499.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +0.9% | +2.3% |
| 7D | +5.8% | +4.5% | +1.2% | +3.9% |
| 30D | +28.3% | -4.9% | +33.2% | +30.6% |
| 3M | +48.7% | -7.9% | +56.6% | +51.4% |
| 6M | +71.9% | +18.3% | +53.6% | +53.2% |
| YTD | +138.7% | +51.5% | +87.2% | +88.2% |
| 1Y | +148.5% | +70.3% | +78.1% | +83.1% |
| 3Y | +192.7% | +210.6% | -17.9% | +43.5% |
| 5Y | +601.6% | +456.7% | +145.0% | +127.8% |
| 10Y | +900.2% | +2,396.1% | -1,495.9% | +12.5% |
| All | +900.2% | +2,399.9% | -1,499.7% | +12.5% |
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