+153.0%
VLO vs AGI
+9.2%
+143.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.3% |
| 7D | +5.3% | -2.7% | +8.0% | +5.2% |
| 30D | +18.2% | +7.2% | +11.0% | +18.7% |
| 3M | +53.3% | +4.3% | +49.1% | +54.1% |
| 6M | +70.4% | -27.1% | +97.5% | +73.6% |
| YTD | +143.4% | -6.6% | +150.0% | +138.9% |
| 1Y | +153.0% | +9.5% | +143.5% | +145.5% |
| All | +153.0% | +9.2% | +143.8% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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