+19,873.2%
VLO vs AEIS
+2,566.8%
+17,306.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.4% |
| 7D | +5.2% | +3.0% | +2.2% | +4.7% |
| 30D | +22.6% | -14.6% | +37.2% | +25.6% |
| 3M | +43.8% | -12.4% | +56.2% | +44.7% |
| 6M | +65.7% | -15.0% | +80.7% | +65.5% |
| YTD | +131.1% | +34.3% | +96.8% | +111.7% |
| 1Y | +143.6% | +87.4% | +56.3% | +109.0% |
| 3Y | +201.4% | +139.8% | +61.6% | +142.2% |
| 5Y | +568.9% | +220.7% | +348.2% | +401.5% |
| 10Y | +891.8% | +531.6% | +360.2% | +547.9% |
| All | +19,873.2% | +2,566.8% | +17,306.4% | +8,275.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling