+73.2%
STX vs VLTO
+20.2%
+53.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.8% | +9.0% | +10.4% |
| 7D | -14.8% | +2.0% | -16.8% | -13.6% |
| 30D | -35.4% | +21.8% | -57.2% | -25.3% |
| 3M | -37.7% | +20.2% | -57.9% | -28.3% |
| 6M | -35.2% | +36.3% | -71.6% | -21.9% |
| YTD | +84.4% | +18.8% | +65.6% | +117.4% |
| All | +73.2% | +20.2% | +53.0% | +104.5% |
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