+752.5%
VLO vs APTV
-26.2%
+778.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.9% |
| 7D | -0.4% | -8.9% | +8.5% | +3.1% |
| 30D | -16.6% | -9.5% | -7.1% | -13.7% |
| 3M | +12.3% | -20.6% | +32.9% | +21.6% |
| 6M | +47.8% | -28.9% | +76.7% | +62.6% |
| YTD | +126.7% | -48.2% | +174.9% | +178.6% |
| 1Y | +105.4% | -51.7% | +157.1% | +159.4% |
| 3Y | +222.0% | -48.1% | +270.1% | +271.5% |
| 5Y | +449.8% | -76.7% | +526.5% | +779.5% |
| All | +752.5% | -26.2% | +778.7% | +672.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling