+202.4%
VLO vs AMC
-79.6%
+282.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | 0.0% |
| 7D | +5.2% | +2.3% | +2.9% | +5.2% |
| 30D | +22.6% | -0.7% | +23.3% | +22.6% |
| 3M | +43.8% | +35.2% | +8.6% | +43.7% |
| 6M | +65.7% | +124.6% | -58.8% | +65.4% |
| YTD | +131.1% | +69.9% | +61.2% | +131.0% |
| 1Y | +143.6% | -2.6% | +146.2% | +145.0% |
| All | +202.4% | -79.6% | +282.0% | +195.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling