+70.7%
CSX vs VLTO
+56.1%
+14.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +1.9% | +2.5% |
| 7D | -2.2% | +2.0% | -4.2% | -2.8% |
| 30D | +6.8% | +21.8% | -15.0% | +0.5% |
| 3M | +0.7% | +20.2% | -19.5% | -4.9% |
| 6M | +13.3% | +36.3% | -23.1% | +2.6% |
| YTD | +40.5% | +18.8% | +21.7% | +32.8% |
| 1Y | +44.7% | +20.4% | +24.3% | +35.8% |
| 3Y | +74.5% | +71.9% | +2.6% | +52.8% |
| All | +70.7% | +56.1% | +14.5% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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