+148.5%
VLO vs ACWI
+21.5%
+126.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.1% |
| 7D | +5.8% | +1.1% | +4.7% | +6.1% |
| 30D | +28.3% | -0.2% | +28.5% | +28.3% |
| 3M | +48.7% | +4.7% | +44.1% | +50.9% |
| 6M | +71.9% | +14.5% | +57.4% | +78.8% |
| YTD | +138.7% | +14.6% | +124.0% | +145.8% |
| 1Y | +148.5% | +21.4% | +127.0% | +162.7% |
| All | +148.5% | +21.5% | +126.9% | +162.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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