+609.6%
VLO vs ITOT
+71.8%
+537.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | +4.0% | -2.0% | +6.0% | +5.3% |
| 30D | +19.0% | -2.0% | +20.9% | +20.5% |
| 3M | +50.0% | +4.5% | +45.4% | +45.3% |
| 6M | +79.1% | +12.6% | +66.5% | +63.7% |
| YTD | +140.3% | +12.0% | +128.3% | +120.3% |
| 1Y | +148.3% | +17.3% | +131.1% | +119.8% |
| 3Y | +194.6% | +75.2% | +119.4% | +96.6% |
| 5Y | +609.6% | +74.0% | +535.6% | +376.2% |
| All | +609.6% | +71.8% | +537.7% | +376.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling