+101.7%
PSX vs VLTO
-8.4%
+110.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | 0.0% |
| 7D | +4.5% | -2.3% | +6.8% | +4.3% |
| 30D | +26.6% | -0.9% | +27.5% | +26.5% |
| 3M | +39.3% | +13.8% | +25.4% | +40.2% |
| 6M | +56.8% | +2.0% | +54.8% | +56.1% |
| YTD | +101.8% | -3.2% | +105.0% | +99.4% |
| All | +101.7% | -8.4% | +110.1% | +96.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling