+192.7%
VLO vs AEE
+49.7%
+143.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.2% |
| 7D | +5.8% | +1.3% | +4.4% | +5.7% |
| 30D | +28.3% | -1.2% | +29.6% | +28.4% |
| 3M | +48.7% | +1.0% | +47.7% | +48.3% |
| 6M | +71.9% | -2.3% | +74.2% | +71.8% |
| YTD | +138.7% | +9.1% | +129.5% | +134.1% |
| 1Y | +148.5% | +10.6% | +137.9% | +142.9% |
| 3Y | +192.7% | +48.5% | +144.2% | +168.9% |
| All | +192.7% | +49.7% | +143.0% | +168.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling