+616.1%
VLO vs VTV
+79.8%
+536.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +6.2% | -0.7% | +6.9% | +7.0% |
| 30D | +23.5% | -0.5% | +24.0% | +24.1% |
| 3M | +53.9% | +5.3% | +48.6% | +44.9% |
| 6M | +81.7% | +12.9% | +68.8% | +56.9% |
| YTD | +142.5% | +18.5% | +124.0% | +97.6% |
| 1Y | +145.4% | +25.3% | +120.2% | +86.7% |
| 3Y | +197.3% | +68.2% | +129.1% | +61.3% |
| All | +616.1% | +79.8% | +536.3% | +248.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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