+73.1%
VOO vs VLO
+476.5%
-403.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.5% |
| 7D | +2.6% | +9.6% | -7.1% | +1.4% |
| 30D | -2.0% | -17.4% | +15.4% | +0.3% |
| 3M | -2.8% | +10.8% | -13.5% | -4.5% |
| 6M | +2.2% | +56.9% | -54.8% | -4.7% |
| YTD | +11.5% | +136.8% | -125.3% | -3.6% |
| 1Y | +13.5% | +120.7% | -107.2% | -0.7% |
| 3Y | +78.1% | +231.9% | -153.8% | +42.2% |
| All | +73.1% | +476.5% | -403.5% | +25.5% |
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