+9.4%
VTI vs VLO
+111.3%
-101.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.9% | -0.5% | -4.5% |
| 7D | -4.7% | -8.7% | +4.0% | -5.1% |
| 30D | -5.8% | -16.2% | +10.5% | -6.5% |
| 3M | -4.8% | +16.2% | -21.0% | -3.9% |
| 6M | +1.5% | +39.8% | -38.2% | +3.6% |
| YTD | +8.5% | +119.0% | -110.5% | +8.0% |
| 1Y | +9.4% | +110.8% | -101.4% | +9.3% |
| All | +9.4% | +111.3% | -101.9% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling