+790.3%
VLO vs AMC
-98.8%
+889.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.7% | +4.0% | +1.4% |
| 7D | +9.6% | +3.5% | +6.1% | +9.5% |
| 30D | -17.4% | +12.5% | -29.8% | -17.9% |
| 3M | +10.8% | +23.6% | -12.8% | +9.4% |
| 6M | +56.9% | +144.4% | -87.4% | +49.1% |
| YTD | +136.8% | +108.3% | +28.4% | +125.2% |
| 1Y | +120.7% | +38.9% | +81.8% | +113.8% |
| 3Y | +231.9% | -58.9% | +290.8% | +230.1% |
| 5Y | +479.0% | -99.2% | +578.2% | +551.1% |
| All | +790.3% | -98.8% | +889.1% | +611.6% |
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