+36.0%
ORLY vs VLTO
+72.9%
-37.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | -0.7% | +1.6% | -2.3% | -1.1% |
| 30D | +3.4% | +22.0% | -18.6% | -1.5% |
| 3M | -3.1% | +21.9% | -25.0% | -7.7% |
| 6M | -3.8% | +36.5% | -40.3% | -10.8% |
| YTD | -2.0% | +19.0% | -21.0% | -6.6% |
| 1Y | -8.9% | +21.0% | -29.9% | -13.5% |
| 3Y | +36.0% | +69.9% | -33.9% | +21.9% |
| All | +36.0% | +72.9% | -37.0% | +21.9% |
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