+43.9%
ORLY vs VLTO
+25.1%
+18.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.4% |
| 7D | -1.0% | -2.6% | +1.5% | -0.5% |
| 30D | -6.7% | -2.5% | -4.2% | -6.2% |
| 3M | -3.8% | +10.1% | -13.9% | -5.6% |
| 6M | -9.0% | +1.0% | -10.0% | -9.4% |
| YTD | -5.6% | -4.8% | -0.8% | -5.1% |
| 1Y | -19.5% | -9.3% | -10.2% | -18.4% |
| All | +43.9% | +25.1% | +18.8% | +41.0% |
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