+36,773.5%
VLO vs AIG
-14.1%
+36,787.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +1.0% | +1.2% |
| 7D | +9.6% | +6.6% | +3.1% | +7.9% |
| 30D | -17.4% | +7.0% | -24.4% | -18.8% |
| 3M | +10.8% | +9.7% | +1.1% | +8.2% |
| 6M | +56.9% | +10.8% | +46.1% | +52.6% |
| YTD | +136.8% | -1.3% | +138.1% | +135.8% |
| 1Y | +120.7% | +8.4% | +112.3% | +114.7% |
| 3Y | +231.9% | +39.0% | +192.9% | +202.7% |
| 5Y | +479.0% | +59.6% | +419.4% | +409.3% |
| 10Y | +792.2% | +68.4% | +723.8% | +666.8% |
| All | +36,773.5% | -14.1% | +36,787.6% | +21,654.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling