+132,206.3%
APH vs VLO
+18,557.9%
+113,648.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +5.2% | -0.3% | +3.6% |
| 30D | -3.9% | +22.6% | -26.5% | -8.9% |
| 3M | +13.0% | +43.8% | -30.8% | +2.3% |
| 6M | +25.2% | +65.7% | -40.6% | +8.1% |
| YTD | +22.9% | +131.1% | -108.2% | -3.5% |
| 1Y | +47.8% | +143.6% | -95.8% | +14.3% |
| 3Y | +283.0% | +201.4% | +81.6% | +172.5% |
| 5Y | +349.7% | +568.9% | -219.2% | +146.8% |
| 10Y | +1,061.2% | +891.8% | +169.4% | +424.5% |
| All | +132,206.3% | +18,557.9% | +113,648.4% | +29,620.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling