-64.0%
STLA vs VLTO
+20.4%
-84.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -5.8% |
| 7D | -13.1% | +0.8% | -13.9% | -13.2% |
| 30D | -13.3% | +18.7% | -31.9% | -16.5% |
| 3M | -27.9% | +21.7% | -49.6% | -30.9% |
| 6M | -47.8% | +35.8% | -83.7% | -50.6% |
| YTD | -64.6% | +18.3% | -82.8% | -64.9% |
| 1Y | -64.0% | +20.9% | -84.9% | -65.1% |
| All | -64.0% | +20.4% | -84.4% | -65.1% |
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