+105.4%
VLO vs AEIS
+6.8%
+98.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.5% | -0.8% | +3.7% |
| 7D | -0.4% | +9.5% | -9.9% | -0.6% |
| 30D | -16.6% | -17.5% | +0.9% | -17.0% |
| 3M | +12.3% | -29.3% | +41.6% | +11.3% |
| 6M | +47.8% | -34.7% | +82.6% | +46.3% |
| YTD | +126.7% | +10.7% | +116.0% | +112.0% |
| 1Y | +105.4% | +7.4% | +98.0% | +93.4% |
| All | +105.4% | +6.8% | +98.5% | +93.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling