+33.9%
AAPL vs VLO
+143.4%
-109.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +5.2% | -5.1% | +0.5% |
| 30D | +3.0% | +22.6% | -19.6% | +4.7% |
| 3M | +2.9% | +43.8% | -40.9% | +6.0% |
| 6M | +22.1% | +65.7% | -43.6% | +25.6% |
| YTD | +18.0% | +131.1% | -113.1% | +18.4% |
| 1Y | +33.9% | +143.6% | -109.7% | +32.8% |
| All | +33.9% | +143.4% | -109.4% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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