+685.5%
VLO vs ACI
+34.0%
+651.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -1.9% |
| 7D | -9.5% | -0.6% | -8.9% | -9.5% |
| 30D | -19.1% | +9.5% | -28.7% | -20.1% |
| 3M | +11.4% | +10.1% | +1.3% | +9.9% |
| 6M | +46.7% | -15.4% | +62.1% | +48.7% |
| YTD | +118.6% | -19.5% | +138.2% | +122.5% |
| 1Y | +99.9% | -21.0% | +120.9% | +103.9% |
| 3Y | +210.5% | -31.2% | +241.7% | +219.8% |
| 5Y | +432.7% | -40.6% | +473.3% | +449.8% |
| All | +685.5% | +34.0% | +651.6% | +734.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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