+35,889.1%
VLO vs AIG
-21.5%
+35,910.6%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.2% |
| 7D | +5.2% | -0.9% | +6.1% | +5.4% |
| 30D | +22.6% | -4.9% | +27.5% | +24.0% |
| 3M | +43.8% | +4.5% | +39.3% | +42.0% |
| 6M | +65.7% | -1.4% | +67.2% | +65.5% |
| YTD | +131.1% | -9.8% | +140.9% | +135.5% |
| 1Y | +143.6% | -4.5% | +148.2% | +144.3% |
| 3Y | +201.4% | +37.4% | +163.9% | +175.8% |
| 5Y | +568.9% | +55.0% | +513.9% | +493.6% |
| 10Y | +891.8% | +63.7% | +828.1% | +762.7% |
| All | +35,889.1% | -21.5% | +35,910.6% | +21,628.5% |
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