+231.9%
VLO vs AON
+3.5%
+228.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.2% |
| 7D | +9.6% | +1.0% | +8.6% | +9.6% |
| 30D | -17.4% | +23.2% | -40.6% | -18.7% |
| 3M | +10.8% | -5.0% | +15.8% | +11.5% |
| 6M | +56.9% | +9.3% | +47.6% | +54.9% |
| YTD | +136.8% | -3.4% | +140.2% | +137.5% |
| 1Y | +120.7% | -2.9% | +123.5% | +121.2% |
| 3Y | +231.9% | +3.6% | +228.3% | +226.2% |
| All | +231.9% | +3.5% | +228.4% | +226.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling