+93.6%
STX vs VLTO
+20.4%
+73.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -2.0% |
| 7D | +16.8% | +0.8% | +16.0% | +17.4% |
| 30D | -27.0% | +18.7% | -45.7% | -17.1% |
| 3M | -37.9% | +21.7% | -59.6% | -28.0% |
| 6M | -32.5% | +35.8% | -68.3% | -18.8% |
| YTD | +98.6% | +18.3% | +80.3% | +133.5% |
| 1Y | +93.6% | +20.9% | +72.7% | +128.3% |
| All | +93.6% | +20.4% | +73.2% | +128.3% |
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