+426.2%
VLO vs VT
+53.2%
+373.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -1.3% |
| 7D | -8.7% | -4.2% | -4.5% | -6.3% |
| 30D | -16.2% | -5.8% | -10.4% | -13.1% |
| 3M | +16.2% | -5.2% | +21.4% | +19.8% |
| 6M | +39.8% | +0.1% | +39.6% | +38.0% |
| YTD | +119.0% | +8.2% | +110.7% | +102.1% |
| 1Y | +110.8% | +10.1% | +100.7% | +91.7% |
| 3Y | +201.7% | +69.7% | +132.0% | +94.8% |
| 5Y | +426.2% | +53.4% | +372.8% | +280.8% |
| All | +426.2% | +53.2% | +373.0% | +280.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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