+754.3%
VLO vs AMT
+134.0%
+620.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -0.4% | -2.4% | +1.9% | 0.0% |
| 30D | -16.6% | +4.2% | -20.8% | -17.4% |
| 3M | +12.3% | +13.4% | -1.1% | +9.1% |
| 6M | +47.8% | +9.4% | +38.5% | +44.2% |
| YTD | +126.7% | +11.7% | +115.1% | +118.8% |
| 1Y | +105.4% | +7.1% | +98.2% | +100.1% |
| 3Y | +222.0% | +15.1% | +206.9% | +197.5% |
| 5Y | +449.8% | -17.9% | +467.7% | +455.8% |
| 10Y | +754.3% | +133.5% | +620.8% | +541.6% |
| All | +754.3% | +134.0% | +620.4% | +541.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling