+8,195.7%
VLO vs AGG
+97.9%
+8,097.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.2% |
| 7D | +5.8% | +0.1% | +5.6% | +5.8% |
| 30D | +28.3% | -0.4% | +28.7% | +28.2% |
| 3M | +48.7% | -0.3% | +49.0% | +48.7% |
| 6M | +71.9% | -1.2% | +73.1% | +71.5% |
| YTD | +138.7% | -0.4% | +139.0% | +138.6% |
| 1Y | +148.5% | +0.4% | +148.1% | +149.0% |
| 3Y | +192.7% | +13.4% | +179.2% | +202.4% |
| 5Y | +601.6% | -1.4% | +603.0% | +599.8% |
| 10Y | +900.2% | +14.8% | +885.3% | +949.5% |
| All | +8,195.7% | +97.9% | +8,097.9% | +7,757.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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