+754.3%
VLO vs AEIS
+375.1%
+379.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.5% | -0.8% | +2.4% |
| 7D | -0.4% | +9.5% | -9.9% | -3.3% |
| 30D | -16.6% | -17.5% | +0.9% | -13.0% |
| 3M | +12.3% | -29.3% | +41.6% | +21.3% |
| 6M | +47.8% | -34.7% | +82.6% | +58.5% |
| YTD | +126.7% | +10.7% | +116.0% | +96.5% |
| 1Y | +105.4% | +7.4% | +98.0% | +79.4% |
| 3Y | +222.0% | +161.1% | +60.9% | +90.9% |
| 5Y | +449.8% | +150.7% | +299.1% | +212.6% |
| 10Y | +754.3% | +360.8% | +393.5% | +205.6% |
| All | +754.3% | +375.1% | +379.2% | +205.6% |
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