+101.8%
APA vs VLTO
+21.9%
+79.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.7% |
| 7D | +8.5% | +1.0% | +7.5% | +8.7% |
| 30D | +2.8% | +17.5% | -14.7% | +4.8% |
| 3M | +21.7% | +21.4% | +0.3% | +24.5% |
| 6M | +32.6% | +38.1% | -5.5% | +38.2% |
| YTD | +103.7% | +19.0% | +84.7% | +111.4% |
| 1Y | +101.8% | +20.7% | +81.2% | +109.9% |
| All | +101.8% | +21.9% | +79.9% | +109.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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