+938.9%
VLO vs AEIS
+545.5%
+393.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.9% |
| 7D | +6.2% | +6.5% | -0.2% | +4.3% |
| 30D | +23.5% | -9.2% | +32.7% | +26.4% |
| 3M | +53.9% | -8.3% | +62.2% | +53.0% |
| 6M | +81.7% | -6.3% | +88.0% | +74.4% |
| YTD | +142.5% | +36.5% | +106.0% | +101.7% |
| 1Y | +145.4% | +84.8% | +60.7% | +80.8% |
| 3Y | +197.3% | +176.6% | +20.7% | +79.0% |
| 5Y | +614.6% | +237.1% | +377.5% | +275.3% |
| 10Y | +938.9% | +554.7% | +384.2% | +262.6% |
| All | +938.9% | +545.5% | +393.3% | +262.6% |
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