+101.0%
VLO vs AMC
+24.6%
+76.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.2% |
| 7D | -13.3% | +2.6% | -15.9% | -13.0% |
| 30D | -18.3% | +9.0% | -27.3% | -17.7% |
| 3M | +14.3% | +22.2% | -7.8% | +16.0% |
| 6M | +47.6% | +91.5% | -43.8% | +55.8% |
| YTD | +116.0% | +101.3% | +14.7% | +128.4% |
| 1Y | +101.0% | +20.8% | +80.2% | +128.2% |
| All | +101.0% | +24.6% | +76.4% | +128.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling