+790.3%
VLO vs AEIS
+332.3%
+458.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.0% | +5.3% | +2.4% |
| 7D | +9.6% | +11.5% | -1.9% | +6.1% |
| 30D | -17.4% | -15.8% | -1.6% | -14.3% |
| 3M | +10.8% | -33.3% | +44.1% | +21.6% |
| 6M | +56.9% | -35.2% | +92.1% | +68.3% |
| YTD | +136.8% | +5.0% | +131.8% | +108.2% |
| 1Y | +120.7% | +8.5% | +112.2% | +91.4% |
| 3Y | +231.9% | +152.9% | +79.0% | +98.0% |
| 5Y | +479.0% | +144.6% | +334.4% | +229.9% |
| All | +790.3% | +332.3% | +458.0% | +223.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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