+143.6%
VLO vs AIG
-4.5%
+148.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | 0.0% |
| 7D | +5.2% | -0.9% | +6.1% | +5.2% |
| 30D | +22.6% | -4.9% | +27.5% | +22.7% |
| 3M | +43.8% | +4.5% | +39.3% | +43.5% |
| 6M | +65.7% | -1.4% | +67.2% | +66.3% |
| YTD | +131.1% | -9.8% | +140.9% | +133.2% |
| 1Y | +143.6% | -4.5% | +148.2% | +147.5% |
| All | +143.6% | -4.5% | +148.1% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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