+193.8%
VLO vs AMCR
+8.5%
+185.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +1.8% |
| 7D | +6.2% | -6.3% | +12.5% | +6.7% |
| 30D | +23.5% | -7.1% | +30.6% | +24.1% |
| 3M | +53.9% | +12.7% | +41.2% | +51.2% |
| 6M | +81.7% | +5.2% | +76.5% | +81.0% |
| YTD | +142.5% | +8.1% | +134.4% | +138.4% |
| 1Y | +145.4% | +11.7% | +133.7% | +138.4% |
| All | +193.8% | +8.5% | +185.3% | +195.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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