+6,406.4%
AMD vs VLO
+886.4%
+5,520.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | +5.2% | -2.6% | +1.1% |
| 30D | -0.9% | +22.6% | -23.5% | -6.8% |
| 3M | -8.7% | +43.8% | -52.5% | -18.3% |
| 6M | +136.3% | +65.7% | +70.6% | +99.6% |
| YTD | +123.0% | +131.1% | -8.1% | +68.5% |
| 1Y | +195.2% | +143.6% | +51.5% | +118.7% |
| 3Y | +336.3% | +201.4% | +135.0% | +195.3% |
| 5Y | +334.5% | +568.9% | -234.4% | +121.4% |
| All | +6,406.4% | +886.4% | +5,520.0% | +3,080.9% |
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