+596.2%
STX vs VLTO
+68.7%
+527.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -0.4% | -15.8% | -16.2% |
| 7D | -33.4% | +12.0% | -45.4% | -33.7% |
| 30D | -42.1% | +20.8% | -62.9% | -42.8% |
| 3M | -44.3% | +20.1% | -64.4% | -44.9% |
| 6M | -39.4% | +32.6% | -72.0% | -42.3% |
| YTD | +70.0% | +17.3% | +52.6% | +69.4% |
| 1Y | +70.2% | +17.3% | +52.9% | +69.0% |
| All | +596.2% | +68.7% | +527.5% | +559.3% |
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 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