+900.2%
VLO vs AA
+121.7%
+778.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.5% | -0.3% | +2.2% |
| 7D | +5.8% | +1.7% | +4.1% | +5.2% |
| 30D | +28.3% | +3.3% | +25.0% | +26.6% |
| 3M | +48.7% | -29.4% | +78.2% | +63.7% |
| 6M | +71.9% | -12.8% | +84.7% | +73.9% |
| YTD | +138.7% | -2.1% | +140.8% | +130.6% |
| 1Y | +148.5% | +62.8% | +85.7% | +99.4% |
| 3Y | +192.7% | +90.5% | +102.2% | +105.5% |
| 5Y | +601.6% | +19.1% | +582.6% | +417.6% |
| 10Y | +900.2% | +124.8% | +775.4% | +331.7% |
| All | +900.2% | +121.7% | +778.5% | +331.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling