+790.3%
VLO vs AEE
+222.5%
+567.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.9% |
| 7D | +9.6% | +1.7% | +7.9% | +9.0% |
| 30D | -17.4% | +9.7% | -27.1% | -20.3% |
| 3M | +10.8% | +5.9% | +4.8% | +8.2% |
| 6M | +56.9% | +6.7% | +50.2% | +52.2% |
| YTD | +136.8% | +17.4% | +119.4% | +120.1% |
| 1Y | +120.7% | +12.7% | +108.0% | +108.4% |
| 3Y | +231.9% | +68.2% | +163.7% | +160.5% |
| 5Y | +479.0% | +57.3% | +421.7% | +361.0% |
| All | +790.3% | +222.5% | +567.8% | +501.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling