+1,124.3%
VLO vs AMC
-98.1%
+1,222.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.3% | -0.2% |
| 7D | +5.2% | +2.3% | +2.9% | +5.1% |
| 30D | +22.6% | -0.7% | +23.3% | +22.5% |
| 3M | +43.8% | +35.2% | +8.6% | +40.7% |
| 6M | +65.7% | +124.6% | -58.8% | +57.3% |
| YTD | +131.1% | +69.9% | +61.2% | +121.8% |
| 1Y | +143.6% | -2.6% | +146.2% | +139.9% |
| 3Y | +201.4% | -79.8% | +281.2% | +208.3% |
| 5Y | +568.9% | -99.4% | +668.3% | +668.5% |
| 10Y | +891.8% | -98.9% | +990.7% | +724.3% |
| All | +1,124.3% | -98.1% | +1,222.3% | +789.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling