+473.2%
VLO vs AON
+17.1%
+456.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.1% |
| 7D | +9.6% | +1.0% | +8.6% | +9.5% |
| 30D | -17.4% | +23.2% | -40.6% | -20.0% |
| 3M | +10.8% | -5.0% | +15.8% | +11.6% |
| 6M | +56.9% | +9.3% | +47.6% | +53.6% |
| YTD | +136.8% | -3.4% | +140.2% | +136.9% |
| 1Y | +120.7% | -2.9% | +123.5% | +120.5% |
| 3Y | +231.9% | +3.6% | +228.3% | +226.0% |
| All | +473.2% | +17.1% | +456.2% | +477.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling