+1,297.8%
VLO vs ACWI
+330.1%
+967.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | 0.0% | +0.8% |
| 7D | -8.7% | -4.0% | -4.7% | -4.3% |
| 30D | -16.2% | -5.8% | -10.4% | -10.3% |
| 3M | +16.2% | -5.0% | +21.2% | +22.7% |
| 6M | +39.8% | +0.7% | +39.1% | +35.6% |
| YTD | +119.0% | +8.4% | +110.5% | +90.3% |
| 1Y | +110.8% | +10.1% | +100.7% | +79.5% |
| 3Y | +201.7% | +70.8% | +130.9% | +45.4% |
| 5Y | +426.2% | +55.4% | +370.8% | +178.1% |
| 10Y | +790.3% | +223.3% | +567.0% | +91.6% |
| All | +1,297.8% | +330.1% | +967.7% | +140.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling