+3.6%
GOOG vs VLTO
+18.3%
-14.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +3.2% |
| 7D | -10.7% | +13.8% | -24.6% | -11.5% |
| 30D | -16.4% | +21.2% | -37.6% | -17.8% |
| 3M | -23.4% | +21.5% | -44.9% | -24.7% |
| 6M | -24.2% | +33.0% | -57.2% | -26.7% |
| YTD | -8.3% | +17.8% | -26.1% | -8.9% |
| 1Y | +3.6% | +18.1% | -14.5% | +3.3% |
| All | +3.6% | +18.3% | -14.7% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling