+601.6%
VLO vs APTV
-69.4%
+671.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.6% | +7.9% | +4.2% |
| 7D | +5.8% | +2.0% | +3.8% | +5.2% |
| 30D | +28.3% | -7.7% | +36.0% | +30.3% |
| 3M | +48.7% | -34.0% | +82.7% | +61.2% |
| 6M | +71.9% | -37.1% | +109.0% | +87.2% |
| YTD | +138.7% | -39.9% | +178.6% | +162.1% |
| 1Y | +148.5% | -44.4% | +192.9% | +177.7% |
| 3Y | +192.7% | -54.5% | +247.2% | +233.6% |
| 5Y | +601.6% | -69.1% | +670.7% | +734.6% |
| All | +601.6% | -69.4% | +671.0% | +734.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling