+924.9%
VLO vs APTV
-16.1%
+941.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +5.3% | -5.0% | +10.3% | +7.2% |
| 30D | +18.2% | -6.1% | +24.3% | +20.8% |
| 3M | +53.3% | -33.0% | +86.3% | +76.0% |
| 6M | +70.4% | -35.2% | +105.7% | +93.8% |
| YTD | +143.4% | -40.1% | +183.5% | +184.1% |
| 1Y | +153.0% | -45.6% | +198.6% | +206.0% |
| 3Y | +195.0% | -54.4% | +249.3% | +265.1% |
| 5Y | +618.8% | -68.9% | +687.7% | +902.3% |
| All | +924.9% | -16.1% | +941.0% | +844.4% |
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