+924.9%
VLO vs ITOT
+303.4%
+621.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.4% |
| 7D | +5.3% | -0.9% | +6.2% | +6.3% |
| 30D | +18.2% | -1.5% | +19.7% | +20.0% |
| 3M | +53.3% | +3.6% | +49.8% | +47.0% |
| 6M | +70.4% | +13.7% | +56.7% | +45.7% |
| YTD | +143.4% | +12.9% | +130.4% | +109.2% |
| 1Y | +153.0% | +17.2% | +135.8% | +108.3% |
| 3Y | +195.0% | +75.6% | +119.3% | +51.1% |
| 5Y | +618.8% | +75.5% | +543.3% | +257.2% |
| All | +924.9% | +303.4% | +621.4% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling