+145.4%
VLO vs ACI
-35.6%
+181.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.9% |
| 7D | +6.2% | -5.0% | +11.3% | +6.8% |
| 30D | +23.5% | -2.3% | +25.8% | +23.7% |
| 3M | +53.9% | -23.2% | +77.0% | +58.1% |
| 6M | +81.7% | -29.5% | +111.1% | +88.8% |
| YTD | +142.5% | -28.6% | +171.1% | +151.3% |
| 1Y | +145.4% | -34.0% | +179.5% | +148.5% |
| All | +145.4% | -35.6% | +181.1% | +148.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling