+1,254.4%
AAPL vs VLO
+933.4%
+320.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.7% |
| 7D | -0.5% | +4.0% | -4.5% | -1.2% |
| 30D | +7.1% | +19.0% | -11.9% | +3.7% |
| 3M | +12.1% | +50.0% | -37.9% | +3.7% |
| 6M | +25.4% | +79.1% | -53.7% | +11.4% |
| YTD | +20.5% | +140.3% | -119.8% | +0.5% |
| 1Y | +44.5% | +148.3% | -103.8% | +19.6% |
| 3Y | +85.8% | +194.6% | -108.9% | +45.5% |
| 5Y | +124.8% | +609.6% | -484.8% | +41.7% |
| All | +1,254.4% | +933.4% | +320.9% | +696.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling