+118.0%
GOOG vs VLTO
+69.5%
+48.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +2.1% | +5.4% | -3.3% | +1.1% |
| 30D | -18.3% | +22.3% | -40.6% | -21.5% |
| 3M | -20.3% | +19.6% | -39.9% | -23.2% |
| 6M | -28.1% | +35.2% | -63.2% | -32.7% |
| YTD | -9.3% | +17.9% | -27.2% | -12.4% |
| 1Y | -0.2% | +19.5% | -19.8% | -4.0% |
| 3Y | +118.0% | +73.9% | +44.1% | +115.8% |
| All | +118.0% | +69.5% | +48.6% | +115.8% |
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