+120.6%
VLO vs AMRZ
-11.5%
+132.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.2% | -10.9% | -4.6% |
| 7D | -6.0% | +10.3% | -16.2% | -3.8% |
| 30D | -12.9% | +18.7% | -31.6% | -9.6% |
| 3M | +18.3% | -14.6% | +33.0% | +16.5% |
| 6M | +46.4% | -12.9% | +59.3% | +45.5% |
| YTD | +127.7% | -17.4% | +145.1% | +122.5% |
| 1Y | +120.6% | -12.3% | +132.9% | +117.7% |
| All | +120.6% | -11.5% | +132.1% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling