+717.1%
VLO vs AMC
-98.7%
+815.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -1.8% |
| 7D | -9.5% | +5.5% | -15.0% | -9.8% |
| 30D | -19.1% | +16.1% | -35.3% | -19.8% |
| 3M | +11.4% | +43.0% | -31.6% | +9.3% |
| 6M | +46.7% | +130.7% | -83.9% | +39.8% |
| YTD | +118.6% | +121.8% | -3.2% | +107.4% |
| 1Y | +99.9% | +40.7% | +59.2% | +93.6% |
| 3Y | +210.5% | -56.8% | +267.3% | +208.2% |
| 5Y | +432.7% | -99.1% | +531.8% | +496.1% |
| 10Y | +717.1% | -98.7% | +815.8% | +542.5% |
| All | +717.1% | -98.7% | +815.8% | +542.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling