+223.1%
VLO vs APO
+50.3%
+172.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | +2.1% |
| 7D | -6.5% | +2.3% | -8.8% | -7.0% |
| 30D | -17.8% | +3.0% | -20.7% | -18.4% |
| 3M | +19.6% | -3.7% | +23.3% | +20.2% |
| 6M | +49.3% | -7.5% | +56.8% | +50.8% |
| YTD | +122.4% | -14.5% | +136.9% | +129.2% |
| 1Y | +107.4% | -6.2% | +113.6% | +107.2% |
| 3Y | +223.1% | +51.9% | +171.1% | +186.4% |
| All | +223.1% | +50.3% | +172.8% | +186.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling