+143.6%
VLO vs AHR
+33.1%
+110.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +5.2% | -1.5% | +6.7% | +5.2% |
| 30D | +22.6% | -1.4% | +24.0% | +22.5% |
| 3M | +43.8% | +18.6% | +25.2% | +42.5% |
| 6M | +65.7% | +6.6% | +59.2% | +65.9% |
| YTD | +131.1% | +17.5% | +113.6% | +125.7% |
| 1Y | +143.6% | +30.9% | +112.8% | +125.8% |
| All | +143.6% | +33.1% | +110.6% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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