+148.4%
GOOG vs VLTO
+26.2%
+122.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +1.1% | -1.6% | +2.6% | +1.4% |
| 30D | -5.1% | -2.9% | -2.2% | -4.5% |
| 3M | -7.1% | +12.7% | -19.8% | -9.9% |
| 6M | +12.7% | +1.6% | +11.1% | +11.9% |
| YTD | +7.1% | -4.0% | +11.1% | +7.8% |
| 1Y | +43.6% | -10.2% | +53.8% | +47.0% |
| All | +148.4% | +26.2% | +122.3% | +142.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling