+74.2%
VTI vs VLO
+192.7%
-118.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -2.0% | +4.0% | -6.0% | -2.5% |
| 30D | -1.9% | +19.0% | -20.9% | -4.1% |
| 3M | +4.5% | +50.0% | -45.4% | -1.0% |
| 6M | +12.6% | +79.1% | -66.5% | +3.0% |
| YTD | +12.0% | +140.3% | -128.3% | -3.6% |
| 1Y | +17.3% | +148.3% | -131.0% | 0.0% |
| All | +74.2% | +192.7% | -118.4% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling