+187.6%
VLO vs AMRZ
-17.3%
+204.9%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.3% | +7.5% | +2.8% |
| 7D | +5.8% | -2.0% | +7.8% | +5.5% |
| 30D | +28.3% | -9.8% | +38.2% | +27.0% |
| 3M | +48.7% | -17.2% | +66.0% | +46.1% |
| 6M | +71.9% | -26.9% | +98.8% | +69.1% |
| YTD | +138.7% | -21.5% | +160.1% | +132.6% |
| 1Y | +148.5% | -22.9% | +171.3% | +143.7% |
| All | +187.6% | -17.3% | +204.9% | +175.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling