+143.6%
VLO vs AMIX
-81.0%
+224.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +5.2% | -13.7% | +18.9% | +5.2% |
| 30D | +22.6% | -62.1% | +84.7% | +22.4% |
| 3M | +43.8% | -46.2% | +89.9% | +39.4% |
| 6M | +65.7% | -46.4% | +112.2% | +62.2% |
| YTD | +131.1% | -60.3% | +191.4% | +125.2% |
| 1Y | +143.6% | -79.7% | +223.3% | +149.5% |
| All | +143.6% | -81.0% | +224.6% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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