+790.3%
VLO vs AON
+233.0%
+557.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.7% |
| 7D | +9.6% | +1.0% | +8.6% | +9.2% |
| 30D | -17.4% | +23.2% | -40.6% | -24.3% |
| 3M | +10.8% | -5.0% | +15.8% | +12.0% |
| 6M | +56.9% | +9.3% | +47.6% | +48.6% |
| YTD | +136.8% | -3.4% | +140.2% | +134.8% |
| 1Y | +120.7% | -2.9% | +123.5% | +118.0% |
| 3Y | +231.9% | +3.6% | +228.3% | +210.2% |
| 5Y | +479.0% | +16.9% | +462.1% | +392.4% |
| All | +790.3% | +233.0% | +557.4% | +330.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling