+148.3%
VLO vs IAG
+94.1%
+54.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -1.0% |
| 7D | +4.0% | -4.1% | +8.0% | +3.8% |
| 30D | +19.0% | +10.6% | +8.4% | +19.6% |
| 3M | +50.0% | +35.4% | +14.6% | +52.1% |
| 6M | +79.1% | -9.5% | +88.7% | +84.3% |
| YTD | +140.3% | +21.8% | +118.4% | +141.0% |
| 1Y | +148.3% | +84.1% | +64.2% | +144.9% |
| All | +148.3% | +94.1% | +54.2% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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