+120.6%
VLO vs APTV
-46.4%
+167.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.6% | -10.4% | -5.5% |
| 7D | -6.0% | -1.9% | -4.1% | -5.9% |
| 30D | -12.9% | -1.4% | -11.4% | -12.8% |
| 3M | +18.3% | -9.3% | +27.7% | +18.1% |
| 6M | +46.4% | -27.3% | +73.8% | +47.5% |
| YTD | +127.7% | -43.1% | +170.9% | +135.8% |
| 1Y | +120.6% | -46.5% | +167.1% | +130.2% |
| All | +120.6% | -46.4% | +167.0% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 1y: compounded portfolio wealth divided by compounded APTV 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…
1y analysis · Full analysis span regression · 6 months rolling