-26.4%
APP vs VLO
+117.8%
-144.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +4.3% |
| 7D | +4.6% | +9.6% | -5.1% | +7.1% |
| 30D | +56.0% | -17.4% | +73.4% | +53.2% |
| 3M | +30.8% | +10.8% | +20.1% | +32.9% |
| 6M | -9.8% | +56.9% | -66.7% | -6.6% |
| YTD | -39.3% | +136.8% | -176.1% | -38.8% |
| 1Y | -26.4% | +120.7% | -147.1% | -24.3% |
| All | -26.4% | +117.8% | -144.2% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling