+123.8%
STX vs VLTO
+18.3%
+105.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.6% | -8.7% | -7.7% |
| 7D | -20.2% | +13.8% | -34.0% | -11.8% |
| 30D | -37.2% | +21.2% | -58.4% | -27.7% |
| 3M | -34.1% | +21.5% | -55.5% | -23.7% |
| 6M | -24.5% | +33.0% | -57.4% | -9.1% |
| YTD | +102.9% | +17.8% | +85.2% | +138.6% |
| 1Y | +123.8% | +18.1% | +105.7% | +162.4% |
| All | +123.8% | +18.3% | +105.5% | +162.4% |
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