+282.2%
APH vs VLO
+412.5%
-130.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.4% | +5.5% | +4.3% |
| 7D | -5.9% | -13.3% | +7.4% | -4.4% |
| 30D | -14.8% | -18.3% | +3.5% | -13.0% |
| 3M | -12.4% | +14.3% | -26.8% | -14.2% |
| 6M | +8.1% | +47.6% | -39.6% | +2.2% |
| YTD | +10.9% | +116.0% | -105.0% | -2.6% |
| 1Y | +8.8% | +101.0% | -92.2% | -3.3% |
| 3Y | +262.1% | +199.0% | +63.0% | +194.8% |
| All | +282.2% | +412.5% | -130.4% | +181.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling