+924.9%
VLO vs AEE
+191.1%
+733.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +5.3% | -0.8% | +6.1% | +5.6% |
| 30D | +18.2% | -2.9% | +21.2% | +19.5% |
| 3M | +53.3% | -2.4% | +55.7% | +54.2% |
| 6M | +70.4% | -2.7% | +73.1% | +71.0% |
| YTD | +143.4% | +7.3% | +136.1% | +134.5% |
| 1Y | +153.0% | +7.5% | +145.4% | +143.0% |
| 3Y | +195.0% | +46.2% | +148.8% | +146.0% |
| 5Y | +618.8% | +39.7% | +579.1% | +503.0% |
| All | +924.9% | +191.1% | +733.7% | +651.2% |
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