+181.7%
VLO vs AMRZ
-19.3%
+200.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +2.8% |
| 7D | +6.8% | -4.0% | +10.8% | +6.1% |
| 30D | -17.9% | +12.4% | -30.3% | -16.5% |
| 3M | +13.5% | -11.5% | +25.1% | +12.6% |
| 6M | +53.0% | -21.6% | +74.6% | +50.6% |
| YTD | +133.7% | -23.4% | +157.1% | +128.2% |
| 1Y | +115.7% | -17.2% | +132.8% | +109.7% |
| All | +181.7% | -19.3% | +200.9% | +170.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling