+195.7%
VLO vs AMIX
-100.0%
+295.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.3% |
| 7D | +9.6% | -9.9% | +19.5% | +9.6% |
| 30D | -17.4% | -52.8% | +35.4% | -17.4% |
| 3M | +10.8% | -80.0% | +90.8% | +10.7% |
| 6M | +56.9% | -80.2% | +137.2% | +56.7% |
| YTD | +136.8% | -88.1% | +224.9% | +137.0% |
| 1Y | +120.7% | -91.1% | +211.7% | +120.7% |
| All | +195.7% | -100.0% | +295.6% | +209.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling