+95.3%
AAPL vs VLO
+236.1%
-140.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | +4.1% | +9.6% | -5.5% | +3.3% |
| 30D | +4.0% | -17.4% | +21.3% | +5.7% |
| 3M | +16.8% | +10.8% | +6.0% | +15.1% |
| 6M | +19.4% | +56.9% | -37.5% | +12.5% |
| YTD | +31.5% | +136.8% | -105.3% | +13.3% |
| 1Y | +31.0% | +120.7% | -89.7% | +14.5% |
| 3Y | +95.3% | +231.9% | -136.6% | +53.0% |
| All | +95.3% | +236.1% | -140.8% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling