+75.0%
VTI vs VLO
+608.8%
-533.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | -0.9% | +5.3% | -6.2% | -1.7% |
| 30D | -1.4% | +18.2% | -19.7% | -3.9% |
| 3M | +3.6% | +53.3% | -49.7% | -3.0% |
| 6M | +13.6% | +70.4% | -56.8% | +4.0% |
| YTD | +12.9% | +143.4% | -130.5% | -3.4% |
| 1Y | +17.2% | +153.0% | -135.8% | -0.7% |
| 3Y | +75.7% | +195.0% | -119.3% | +41.5% |
| All | +75.0% | +608.8% | -533.8% | +20.1% |
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