+588.0%
STX vs VLTO
+69.5%
+518.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -28.5% | +5.4% | -33.9% | -28.6% |
| 30D | -42.9% | +22.3% | -65.2% | -43.7% |
| 3M | -45.9% | +19.6% | -65.5% | -46.5% |
| 6M | -41.3% | +35.2% | -76.4% | -44.4% |
| YTD | +67.9% | +17.9% | +50.1% | +67.4% |
| 1Y | +66.5% | +19.5% | +47.0% | +64.1% |
| 3Y | +588.0% | +73.9% | +514.1% | +551.4% |
| All | +588.0% | +69.5% | +518.5% | +551.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling