+143.6%
VLO vs AON
-13.5%
+157.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | 0.0% |
| 7D | +5.2% | -9.1% | +14.3% | +5.3% |
| 30D | +22.6% | -10.2% | +32.8% | +22.8% |
| 3M | +43.8% | +0.5% | +43.3% | +43.0% |
| 6M | +65.7% | -4.8% | +70.6% | +65.5% |
| YTD | +131.1% | -8.0% | +139.1% | +130.9% |
| 1Y | +143.6% | -13.1% | +156.7% | +140.0% |
| All | +143.6% | -13.5% | +157.2% | +140.0% |
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