+154.9%
PSX vs VLTO
+27.2%
+127.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | +4.5% | -2.3% | +6.8% | +5.1% |
| 30D | +26.6% | -0.9% | +27.5% | +26.8% |
| 3M | +39.3% | +13.8% | +25.4% | +34.0% |
| 6M | +56.8% | +2.0% | +54.8% | +55.5% |
| YTD | +101.8% | -3.2% | +105.0% | +102.8% |
| 1Y | +99.6% | -9.2% | +108.8% | +105.0% |
| All | +154.9% | +27.2% | +127.7% | +143.7% |
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