+52.2%
TSLA vs VLTO
+55.4%
-3.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.1% |
| 7D | +15.6% | +0.8% | +14.8% | +15.3% |
| 30D | +5.9% | +18.7% | -12.8% | -0.3% |
| 3M | +21.4% | +21.7% | -0.3% | +13.2% |
| 6M | -8.3% | +35.8% | -44.2% | -18.7% |
| YTD | -11.6% | +18.3% | -29.9% | -16.5% |
| 1Y | -7.7% | +20.9% | -28.6% | -14.0% |
| 3Y | +85.2% | +68.8% | +16.3% | +36.0% |
| All | +52.2% | +55.4% | -3.2% | +15.1% |
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