+199.0%
VLO vs APD
+11.7%
+187.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | -13.3% | -3.7% | -9.7% | -12.6% |
| 30D | -18.3% | +9.6% | -27.9% | -20.1% |
| 3M | +14.3% | +1.6% | +12.7% | +13.8% |
| 6M | +47.6% | +2.2% | +45.5% | +46.5% |
| YTD | +116.0% | +25.9% | +90.1% | +102.2% |
| 1Y | +101.0% | +20.1% | +80.9% | +90.2% |
| 3Y | +199.0% | +12.4% | +186.6% | +192.5% |
| All | +199.0% | +11.7% | +187.4% | +192.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling