+114,578.9%
APH vs VLO
+17,577.0%
+97,001.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.9% | -5.5% | -8.3% |
| 7D | -12.7% | -8.7% | -4.0% | -10.6% |
| 30D | -19.2% | -16.2% | -2.9% | -15.7% |
| 3M | -16.7% | +16.2% | -32.8% | -20.4% |
| 6M | +5.1% | +39.8% | -34.6% | -5.0% |
| YTD | +6.6% | +119.0% | -112.4% | -15.7% |
| 1Y | +3.9% | +110.8% | -106.9% | -17.0% |
| 3Y | +246.0% | +201.7% | +44.3% | +145.1% |
| 5Y | +268.0% | +426.2% | -158.2% | +114.7% |
| 10Y | +868.2% | +790.3% | +77.9% | +348.2% |
| All | +114,578.9% | +17,577.0% | +97,001.9% | +25,869.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling