+14,569.0%
VLO vs AU
+607.0%
+13,962.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | +9.6% | -7.2% | +16.8% | +10.6% |
| 30D | -17.4% | -2.9% | -14.5% | -17.4% |
| 3M | +10.8% | -8.7% | +19.4% | +11.2% |
| 6M | +56.9% | -14.1% | +71.1% | +57.6% |
| YTD | +136.8% | +4.8% | +132.0% | +127.9% |
| 1Y | +120.7% | +11.9% | +108.8% | +110.1% |
| 3Y | +231.9% | +513.8% | -281.9% | +138.7% |
| 5Y | +479.0% | +379.3% | +99.8% | +319.5% |
| 10Y | +792.2% | +837.1% | -44.9% | +410.1% |
| All | +14,569.0% | +607.0% | +13,962.0% | +7,543.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling