+911.8%
VLO vs AEP
+175.2%
+736.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | +4.0% | -1.0% | +5.0% | +4.3% |
| 30D | +19.0% | -0.1% | +19.1% | +19.0% |
| 3M | +50.0% | -3.2% | +53.2% | +51.2% |
| 6M | +79.1% | -5.3% | +84.4% | +81.4% |
| YTD | +140.3% | +9.5% | +130.7% | +131.3% |
| 1Y | +148.3% | +17.5% | +130.8% | +132.7% |
| 3Y | +194.6% | +77.0% | +117.7% | +131.9% |
| 5Y | +609.6% | +66.4% | +543.2% | +462.0% |
| All | +911.8% | +175.2% | +736.6% | +644.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AEP 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling