+143.6%
VLO vs AEE
+8.8%
+134.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | +5.2% | +0.3% | +4.9% | +5.3% |
| 30D | +22.6% | -2.3% | +24.9% | +22.0% |
| 3M | +43.8% | +0.2% | +43.6% | +43.8% |
| 6M | +65.7% | -4.7% | +70.5% | +64.1% |
| YTD | +131.1% | +8.1% | +123.0% | +132.5% |
| 1Y | +143.6% | +8.5% | +135.1% | +147.5% |
| All | +143.6% | +8.8% | +134.8% | +147.5% |
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