+938.9%
VTI vs VLO
+7,558.6%
-6,619.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.7% |
| 7D | +2.5% | +9.6% | -7.1% | +0.1% |
| 30D | -1.5% | -17.4% | +15.9% | +3.0% |
| 3M | -3.2% | +10.8% | -14.0% | -6.4% |
| 6M | +2.3% | +56.9% | -54.6% | -10.2% |
| YTD | +11.6% | +136.8% | -125.1% | -13.2% |
| 1Y | +13.8% | +120.7% | -106.9% | -9.9% |
| 3Y | +77.4% | +231.9% | -154.5% | +22.7% |
| 5Y | +64.6% | +479.0% | -414.5% | -6.3% |
| 10Y | +290.6% | +792.2% | -501.6% | +77.7% |
| All | +938.9% | +7,558.6% | -6,619.7% | +110.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling