+1,265.5%
STX vs VLTO
+27.2%
+1,238.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +7.9% | +6.5% |
| 7D | +2.4% | -2.3% | +4.6% | +2.6% |
| 30D | +1.4% | -0.9% | +2.3% | +1.4% |
| 3M | -8.2% | +13.8% | -22.0% | -12.2% |
| 6M | +127.0% | +2.0% | +125.0% | +125.3% |
| YTD | +209.1% | -3.2% | +212.3% | +211.5% |
| 1Y | +365.4% | -9.2% | +374.6% | +380.2% |
| All | +1,265.5% | +27.2% | +1,238.3% | +1,207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling