+217.8%
VLO vs AMC
-57.0%
+274.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.7% |
| 7D | -0.4% | -2.8% | +2.4% | -0.5% |
| 30D | -16.6% | +14.0% | -30.6% | -16.5% |
| 3M | +12.3% | +42.5% | -30.2% | +12.3% |
| 6M | +47.8% | +142.6% | -94.7% | +47.2% |
| YTD | +126.7% | +119.2% | +7.5% | +125.4% |
| 1Y | +105.4% | +40.7% | +64.6% | +106.2% |
| All | +217.8% | -57.0% | +274.8% | +243.8% |
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