+120.6%
VLO vs AG
+29.4%
+91.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +9.1% | -14.9% | -5.2% |
| 7D | -6.0% | -2.6% | -3.4% | -5.9% |
| 30D | -12.9% | -12.1% | -0.8% | -13.0% |
| 3M | +18.3% | -6.6% | +24.9% | +18.5% |
| 6M | +46.4% | -20.5% | +66.9% | +46.5% |
| YTD | +127.7% | -7.4% | +135.2% | +120.2% |
| 1Y | +120.6% | +33.4% | +87.2% | +103.9% |
| All | +120.6% | +29.4% | +91.3% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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