+954.4%
VTI vs VLO
+7,619.5%
-6,665.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.8% | -1.4% |
| 7D | +0.6% | +5.8% | -5.1% | -0.8% |
| 30D | -1.1% | +28.3% | -29.4% | -7.4% |
| 3M | +3.9% | +48.7% | -44.8% | -6.8% |
| 6M | +14.6% | +71.9% | -57.3% | -1.8% |
| YTD | +13.3% | +138.7% | -125.4% | -11.4% |
| 1Y | +19.2% | +148.5% | -129.3% | -8.2% |
| 3Y | +77.4% | +192.7% | -115.3% | +27.5% |
| 5Y | +74.0% | +601.6% | -527.6% | -5.7% |
| 10Y | +294.6% | +900.2% | -605.6% | +74.6% |
| All | +954.4% | +7,619.5% | -6,665.1% | +114.3% |
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 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