+231.9%
VLO vs AU
+507.6%
-275.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | +9.6% | -7.2% | +16.8% | +9.5% |
| 30D | -17.4% | -2.9% | -14.5% | -17.3% |
| 3M | +10.8% | -8.7% | +19.4% | +10.8% |
| 6M | +56.9% | -14.1% | +71.1% | +57.3% |
| YTD | +136.8% | +4.8% | +132.0% | +134.4% |
| 1Y | +120.7% | +11.9% | +108.8% | +117.5% |
| 3Y | +231.9% | +513.8% | -281.9% | +184.3% |
| All | +231.9% | +507.6% | -275.7% | +184.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling