+355.9%
APH vs VLO
+567.8%
-211.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +5.2% | -0.3% | +4.3% |
| 30D | -3.9% | +22.6% | -26.5% | -6.4% |
| 3M | +13.0% | +43.8% | -30.8% | +7.7% |
| 6M | +25.2% | +65.7% | -40.6% | +16.1% |
| YTD | +22.9% | +131.1% | -108.2% | +7.1% |
| 1Y | +47.8% | +143.6% | -95.8% | +27.5% |
| 3Y | +283.0% | +201.4% | +81.6% | +211.5% |
| All | +355.9% | +567.8% | -211.8% | +212.0% |
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