+609.6%
VLO vs AMCR
-9.6%
+619.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +4.0% | -5.0% | +8.9% | +5.1% |
| 30D | +19.0% | -8.0% | +27.0% | +21.1% |
| 3M | +50.0% | +14.3% | +35.7% | +43.9% |
| 6M | +79.1% | +5.3% | +73.8% | +74.5% |
| YTD | +140.3% | +7.7% | +132.5% | +130.7% |
| 1Y | +148.3% | +10.8% | +137.5% | +135.2% |
| 3Y | +194.6% | +9.6% | +185.1% | +174.9% |
| 5Y | +609.6% | -10.2% | +619.8% | +624.6% |
| All | +609.6% | -9.6% | +619.2% | +624.6% |
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