+120.6%
VLO vs AEE
+13.9%
+106.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.5% | -8.2% | -5.2% |
| 7D | -6.0% | +4.7% | -10.7% | -5.1% |
| 30D | -12.9% | +13.4% | -26.3% | -10.9% |
| 3M | +18.3% | +4.1% | +14.3% | +19.0% |
| 6M | +46.4% | +2.0% | +44.4% | +46.6% |
| YTD | +127.7% | +15.6% | +112.1% | +129.8% |
| 1Y | +120.6% | +14.1% | +106.5% | +122.7% |
| All | +120.6% | +13.9% | +106.7% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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