+924.9%
VLO vs AU
+699.0%
+225.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | +5.3% | -4.3% | +9.6% | +5.4% |
| 30D | +18.2% | +7.3% | +10.9% | +18.1% |
| 3M | +53.3% | +26.3% | +27.0% | +52.6% |
| 6M | +70.4% | +1.8% | +68.7% | +70.2% |
| YTD | +143.4% | +26.8% | +116.6% | +141.0% |
| 1Y | +153.0% | +66.7% | +86.3% | +148.1% |
| 3Y | +195.0% | +579.1% | -384.1% | +174.9% |
| 5Y | +618.8% | +689.3% | -70.6% | +569.1% |
| All | +924.9% | +699.0% | +225.9% | +866.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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