+143.3%
GOOG vs VLTO
+25.1%
+118.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -1.9% |
| 7D | -1.6% | -2.6% | +1.0% | -1.0% |
| 30D | -7.7% | -2.5% | -5.2% | -7.2% |
| 3M | -9.3% | +10.1% | -19.4% | -11.6% |
| 6M | +7.4% | +1.0% | +6.4% | +6.9% |
| YTD | +4.9% | -4.8% | +9.6% | +5.8% |
| 1Y | +37.2% | -9.3% | +46.6% | +40.0% |
| All | +143.3% | +25.1% | +118.2% | +137.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling