+2,033.2%
VLO vs APO
+1,594.4%
+438.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | +1.1% |
| 7D | -6.5% | +2.3% | -8.8% | -7.8% |
| 30D | -17.8% | +3.0% | -20.7% | -19.4% |
| 3M | +19.6% | -3.7% | +23.3% | +20.1% |
| 6M | +49.3% | -7.5% | +56.8% | +50.7% |
| YTD | +122.4% | -14.5% | +136.9% | +128.3% |
| 1Y | +107.4% | -6.2% | +113.6% | +103.9% |
| 3Y | +223.1% | +51.9% | +171.1% | +142.6% |
| 5Y | +432.2% | +76.5% | +355.8% | +253.5% |
| 10Y | +743.6% | +895.2% | -151.6% | +166.4% |
| All | +2,033.2% | +1,594.4% | +438.8% | +399.1% |
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