+768.4%
VLO vs AMC
-98.7%
+867.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.4% |
| 7D | -13.3% | +2.6% | -15.9% | -13.5% |
| 30D | -18.3% | +9.0% | -27.3% | -18.7% |
| 3M | +14.3% | +22.2% | -7.8% | +13.0% |
| 6M | +47.6% | +91.5% | -43.8% | +41.7% |
| YTD | +116.0% | +101.3% | +14.7% | +105.7% |
| 1Y | +101.0% | +20.8% | +80.2% | +96.0% |
| 3Y | +199.0% | -71.3% | +270.3% | +202.5% |
| 5Y | +419.0% | -99.2% | +518.3% | +485.7% |
| All | +768.4% | -98.7% | +867.1% | +591.6% |
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