+71.6%
STX vs VLTO
+20.4%
+51.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.8% |
| 7D | -17.3% | +1.6% | -18.9% | -16.4% |
| 30D | -35.9% | +22.0% | -57.9% | -25.9% |
| 3M | -37.3% | +21.9% | -59.2% | -27.3% |
| 6M | -35.8% | +36.5% | -72.3% | -22.5% |
| YTD | +82.7% | +19.0% | +63.8% | +115.7% |
| 1Y | +71.6% | +21.0% | +50.6% | +102.9% |
| All | +71.6% | +20.4% | +51.3% | +102.9% |
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