+3,115.9%
VLO vs AMCR
+96.6%
+3,019.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.8% | +5.1% | +3.9% |
| 7D | +5.8% | -1.8% | +7.6% | +6.4% |
| 30D | +28.3% | -6.0% | +34.4% | +30.9% |
| 3M | +48.7% | +18.9% | +29.8% | +38.5% |
| 6M | +71.9% | +5.7% | +66.3% | +64.7% |
| YTD | +138.7% | +11.1% | +127.6% | +123.0% |
| 1Y | +148.5% | +12.7% | +135.7% | +130.1% |
| 3Y | +192.7% | +9.6% | +183.1% | +169.2% |
| 5Y | +601.6% | -10.3% | +612.0% | +594.9% |
| 10Y | +900.2% | +16.5% | +883.7% | +748.1% |
| All | +3,115.9% | +96.6% | +3,019.3% | +2,812.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling