+120.6%
VLO vs AON
+2.1%
+118.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.4% | -10.2% | -5.4% |
| 7D | -6.0% | +9.4% | -15.4% | -5.4% |
| 30D | -12.9% | +27.0% | -39.9% | -12.2% |
| 3M | +18.3% | -3.1% | +21.4% | +19.3% |
| 6M | +46.4% | +10.0% | +36.5% | +46.1% |
| YTD | +127.7% | -1.6% | +129.3% | +129.2% |
| 1Y | +120.6% | +0.9% | +119.7% | +125.0% |
| All | +120.6% | +2.1% | +118.5% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 1y: compounded portfolio wealth divided by compounded AON 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…
1y analysis · Full analysis span regression · 6 months rolling