+1,620.2%
VLO vs VT
+363.9%
+1,256.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.5% | -7.8% |
| 7D | -6.0% | -0.3% | -5.7% | -5.9% |
| 30D | -12.9% | -1.4% | -11.4% | -11.8% |
| 3M | +18.3% | -1.4% | +19.7% | +19.4% |
| 6M | +46.4% | +5.5% | +41.0% | +34.5% |
| YTD | +127.7% | +12.8% | +114.9% | +89.2% |
| 1Y | +120.6% | +15.4% | +105.2% | +77.9% |
| 3Y | +213.8% | +76.9% | +136.9% | +47.0% |
| 5Y | +458.6% | +60.4% | +398.2% | +188.0% |
| 10Y | +826.1% | +232.8% | +593.3% | +100.4% |
| All | +1,620.2% | +363.9% | +1,256.3% | +201.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling