+750.1%
STX vs VLTO
+56.4%
+693.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.1% |
| 7D | +14.6% | +1.0% | +13.6% | +14.6% |
| 30D | -26.0% | +17.5% | -43.4% | -26.4% |
| 3M | -42.6% | +21.4% | -64.0% | -43.2% |
| 6M | -35.3% | +38.1% | -73.4% | -38.6% |
| YTD | +92.5% | +19.0% | +73.4% | +91.8% |
| 1Y | +102.4% | +20.7% | +81.7% | +99.9% |
| 3Y | +673.8% | +64.3% | +609.5% | +639.1% |
| All | +750.1% | +56.4% | +693.7% | +705.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling