+609.6%
VLO vs AIG
+52.4%
+557.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.0% | -2.4% | +6.4% | +5.0% |
| 30D | +19.0% | -2.9% | +21.9% | +20.5% |
| 3M | +50.0% | +0.8% | +49.2% | +48.8% |
| 6M | +79.1% | -2.7% | +81.8% | +79.4% |
| YTD | +140.3% | -11.2% | +151.5% | +151.1% |
| 1Y | +148.3% | -1.5% | +149.8% | +144.6% |
| 3Y | +194.6% | +34.4% | +160.3% | +141.1% |
| 5Y | +609.6% | +54.4% | +555.2% | +405.7% |
| All | +609.6% | +52.4% | +557.2% | +405.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling