+921.0%
VLO vs AEP
+177.9%
+743.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | +6.2% | +0.9% | +5.4% | +6.0% |
| 30D | +23.5% | +1.5% | +22.0% | +22.9% |
| 3M | +53.9% | -1.7% | +55.5% | +54.3% |
| 6M | +81.7% | -4.0% | +85.7% | +83.2% |
| YTD | +142.5% | +10.6% | +131.9% | +132.6% |
| 1Y | +145.4% | +18.6% | +126.8% | +129.3% |
| 3Y | +197.3% | +78.7% | +118.6% | +133.3% |
| 5Y | +614.6% | +65.1% | +549.5% | +468.8% |
| All | +921.0% | +177.9% | +743.2% | +649.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling