+930.0%
APH vs VLO
+790.8%
+139.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.0% |
| 7D | +4.9% | +9.6% | -4.8% | +2.7% |
| 30D | -5.4% | -17.4% | +12.0% | -1.4% |
| 3M | -5.5% | +10.8% | -16.2% | -8.2% |
| 6M | +25.9% | +56.9% | -31.0% | +12.1% |
| YTD | +16.4% | +136.8% | -120.4% | -8.1% |
| 1Y | +16.5% | +120.7% | -104.2% | -6.4% |
| 3Y | +270.9% | +231.9% | +38.9% | +161.1% |
| 5Y | +289.5% | +479.0% | -189.5% | +123.2% |
| All | +930.0% | +790.8% | +139.2% | +389.1% |
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 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