+2,116.8%
VLO vs APO
+1,753.5%
+363.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +5.2% | -1.0% | +6.2% | +5.6% |
| 30D | +22.6% | +3.5% | +19.1% | +20.7% |
| 3M | +43.8% | +4.5% | +39.2% | +39.7% |
| 6M | +65.7% | +22.8% | +43.0% | +48.5% |
| YTD | +131.1% | -6.5% | +137.6% | +130.9% |
| 1Y | +143.6% | +0.8% | +142.8% | +133.3% |
| 3Y | +201.4% | +62.0% | +139.4% | +121.9% |
| 5Y | +568.9% | +138.2% | +430.6% | +288.8% |
| 10Y | +891.8% | +940.3% | -48.5% | +209.6% |
| All | +2,116.8% | +1,753.5% | +363.3% | +404.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling