+6,351.7%
AMD vs VLO
+770.2%
+5,581.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.4% | +11.4% |
| 7D | -11.0% | -13.3% | +2.3% | -7.2% |
| 30D | -30.5% | -18.3% | -12.2% | -26.7% |
| 3M | -8.2% | +14.3% | -22.6% | -12.6% |
| 6M | +6.6% | +47.6% | -41.1% | -6.3% |
| YTD | +109.7% | +116.0% | -6.3% | +60.6% |
| 1Y | +88.9% | +101.0% | -12.1% | +48.0% |
| 3Y | +301.8% | +199.0% | +102.8% | +171.5% |
| 5Y | +229.4% | +419.0% | -189.7% | +81.3% |
| All | +6,351.7% | +770.2% | +5,581.5% | +3,429.9% |
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