+2,074.9%
VLO vs APO
+1,604.8%
+470.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -0.4% | +0.2% | -0.6% | -0.5% |
| 30D | -16.6% | +3.1% | -19.7% | -18.3% |
| 3M | +12.3% | -12.0% | +24.3% | +17.0% |
| 6M | +47.8% | -5.0% | +52.8% | +47.6% |
| YTD | +126.7% | -14.0% | +140.7% | +132.2% |
| 1Y | +105.4% | -5.9% | +111.3% | +101.7% |
| 3Y | +222.0% | +51.6% | +170.4% | +142.1% |
| 5Y | +449.8% | +80.8% | +369.0% | +261.2% |
| 10Y | +754.3% | +839.9% | -85.6% | +175.2% |
| All | +2,074.9% | +1,604.8% | +470.0% | +407.6% |
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