+6,592.5%
ORLY vs VTV
+712.6%
+5,879.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | -0.2% |
| 7D | -2.4% | -1.1% | -1.3% | -1.5% |
| 30D | -6.8% | -1.0% | -5.7% | -6.0% |
| 3M | -4.8% | +4.6% | -9.4% | -8.0% |
| 6M | -9.1% | +13.5% | -22.6% | -17.4% |
| YTD | -5.9% | +18.5% | -24.4% | -17.4% |
| 1Y | -20.4% | +22.9% | -43.3% | -32.1% |
| 3Y | +36.6% | +67.8% | -31.3% | -9.0% |
| 5Y | +117.3% | +81.8% | +35.5% | +35.4% |
| 10Y | +362.7% | +233.0% | +129.7% | +80.8% |
| All | +6,592.5% | +712.6% | +5,879.9% | +1,133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 all: compounded portfolio wealth divided by compounded VTV 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…
all analysis · Full analysis span regression · 6 months rolling