+143.6%
VLO vs APTV
-39.9%
+183.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.0% | +0.1% |
| 7D | +5.2% | +4.8% | +0.4% | +5.3% |
| 30D | +22.6% | +2.0% | +20.6% | +22.7% |
| 3M | +43.8% | -34.2% | +78.0% | +42.4% |
| 6M | +65.7% | -34.7% | +100.4% | +71.8% |
| YTD | +131.1% | -37.0% | +168.1% | +140.0% |
| 1Y | +143.6% | -40.4% | +184.0% | +149.1% |
| All | +143.6% | -39.9% | +183.5% | +149.1% |
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