+82.3%
VOO vs VLO
+619.0%
-536.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.0% | -0.7% |
| 7D | -0.4% | +6.2% | -6.6% | -1.2% |
| 30D | -1.4% | +23.5% | -24.9% | -4.2% |
| 3M | +3.7% | +53.9% | -50.1% | -2.5% |
| 6M | +13.0% | +81.7% | -68.6% | +3.0% |
| YTD | +12.4% | +142.5% | -130.0% | -2.6% |
| 1Y | +18.6% | +145.4% | -126.8% | +2.2% |
| 3Y | +78.1% | +197.3% | -119.3% | +45.4% |
| 5Y | +82.3% | +614.6% | -532.3% | +27.4% |
| All | +82.3% | +619.0% | -536.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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