+145.4%
VLO vs AMRZ
-24.7%
+170.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +1.3% |
| 7D | +6.2% | -4.7% | +10.9% | +5.5% |
| 30D | +23.5% | -11.3% | +34.8% | +21.4% |
| 3M | +53.9% | -22.1% | +75.9% | +49.0% |
| 6M | +81.7% | -29.6% | +111.3% | +76.8% |
| YTD | +142.5% | -23.3% | +165.8% | +133.7% |
| 1Y | +145.4% | -23.7% | +169.2% | +131.8% |
| All | +145.4% | -24.7% | +170.1% | +131.8% |
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