-26.3%
APH vs VLO
+143.4%
-169.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.3% | -51.1% | -47.1% |
| 7D | -48.7% | +7.0% | -55.7% | -47.9% |
| 30D | -51.9% | +22.6% | -74.5% | -50.5% |
| 3M | -43.6% | +43.8% | -87.3% | -40.7% |
| 6M | -37.5% | +65.7% | -103.3% | -34.1% |
| YTD | -38.6% | +131.1% | -169.7% | -39.9% |
| 1Y | -26.3% | +143.6% | -170.0% | -29.1% |
| All | -26.3% | +143.4% | -169.7% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling