+191.9%
VLO vs AHR
+360.2%
-168.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | +4.0% | -3.0% | +7.0% | +4.1% |
| 30D | +19.0% | +2.6% | +16.4% | +18.8% |
| 3M | +50.0% | +16.0% | +34.0% | +48.2% |
| 6M | +79.1% | +3.1% | +76.1% | +78.6% |
| YTD | +140.3% | +16.0% | +124.2% | +136.5% |
| 1Y | +148.3% | +28.0% | +120.4% | +141.9% |
| All | +191.9% | +360.2% | -168.3% | +178.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling