+148.5%
VLO vs AMT
-6.1%
+154.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.3% | +3.3% |
| 7D | +5.8% | -0.2% | +5.9% | +5.7% |
| 30D | +28.3% | +1.8% | +26.5% | +28.5% |
| 3M | +48.7% | -6.2% | +54.9% | +48.0% |
| 6M | +71.9% | -5.0% | +76.9% | +71.3% |
| YTD | +138.7% | +2.1% | +136.6% | +137.0% |
| 1Y | +148.5% | -5.7% | +154.2% | +150.6% |
| All | +148.5% | -6.1% | +154.6% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMT 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling