+938.9%
VLO vs APO
+943.6%
-4.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | +6.2% | -1.0% | +7.2% | +6.7% |
| 30D | +23.5% | -0.4% | +23.9% | +23.4% |
| 3M | +53.9% | -0.9% | +54.7% | +52.9% |
| 6M | +81.7% | +22.1% | +59.5% | +61.6% |
| YTD | +142.5% | -8.4% | +150.8% | +144.5% |
| 1Y | +145.4% | -0.9% | +146.4% | +136.1% |
| 3Y | +197.3% | +56.1% | +141.2% | +114.3% |
| 5Y | +614.6% | +136.0% | +478.6% | +283.3% |
| 10Y | +938.9% | +949.3% | -10.4% | +192.2% |
| All | +938.9% | +943.6% | -4.8% | +192.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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