+743.6%
VLO vs APD
+192.6%
+551.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.0% | +0.9% | +1.9% |
| 7D | -6.5% | -1.6% | -4.9% | -5.8% |
| 30D | -17.8% | +10.6% | -28.4% | -22.0% |
| 3M | +19.6% | +2.5% | +17.1% | +17.7% |
| 6M | +49.3% | +6.0% | +43.3% | +43.3% |
| YTD | +122.4% | +28.4% | +94.0% | +91.4% |
| 1Y | +107.4% | +22.2% | +85.3% | +82.4% |
| 3Y | +223.1% | +26.6% | +196.5% | +168.1% |
| 5Y | +432.2% | +11.8% | +420.5% | +362.8% |
| 10Y | +743.6% | +187.8% | +555.9% | +262.3% |
| All | +743.6% | +192.6% | +551.1% | +262.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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