+10,065.2%
VLO vs AEE
+813.9%
+9,251.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | 0.0% | 0.0% |
| 7D | +5.2% | +0.3% | +4.9% | +5.0% |
| 30D | +22.6% | -2.3% | +24.9% | +24.0% |
| 3M | +43.8% | +0.2% | +43.6% | +42.7% |
| 6M | +65.7% | -4.7% | +70.5% | +68.4% |
| YTD | +131.1% | +8.1% | +123.0% | +118.1% |
| 1Y | +143.6% | +8.5% | +135.1% | +128.7% |
| 3Y | +201.4% | +48.9% | +152.5% | +129.9% |
| 5Y | +568.9% | +39.9% | +529.0% | +416.5% |
| 10Y | +891.8% | +186.5% | +705.3% | +361.3% |
| All | +10,065.2% | +813.9% | +9,251.3% | +2,476.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling