+8.8%
ACN vs VLO
+104.0%
-95.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.8% |
| 7D | +1.6% | -9.5% | +11.1% | +2.3% |
| 30D | +24.6% | -19.1% | +43.8% | +26.6% |
| 3M | +46.2% | +11.4% | +34.8% | +44.9% |
| 6M | +46.2% | +46.7% | -0.6% | +40.2% |
| YTD | -0.9% | +118.6% | -119.5% | -5.8% |
| 1Y | +8.8% | +99.9% | -91.1% | +4.1% |
| All | +8.8% | +104.0% | -95.3% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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