+153.0%
VLO vs AU
+72.0%
+81.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | +5.3% | -4.3% | +9.6% | +5.0% |
| 30D | +18.2% | +7.3% | +10.9% | +19.0% |
| 3M | +53.3% | +26.3% | +27.0% | +56.4% |
| 6M | +70.4% | +1.8% | +68.7% | +74.1% |
| YTD | +143.4% | +26.8% | +116.6% | +143.8% |
| 1Y | +153.0% | +66.7% | +86.3% | +153.7% |
| All | +153.0% | +72.0% | +81.0% | +153.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling