+473.2%
VLO vs AMCR
-9.1%
+482.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | -2.4% | +12.0% | +10.1% |
| 30D | -17.4% | +3.6% | -21.0% | -18.2% |
| 3M | +10.8% | -4.2% | +15.0% | +11.4% |
| 6M | +56.9% | +15.5% | +41.4% | +49.5% |
| YTD | +136.8% | +9.7% | +127.0% | +125.7% |
| 1Y | +120.7% | +8.3% | +112.4% | +111.4% |
| 3Y | +231.9% | +15.4% | +216.6% | +202.7% |
| All | +473.2% | -9.1% | +482.4% | +501.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling