+141.6%
WMT vs VLTO
+56.1%
+85.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -1.6% | +2.0% | -3.6% | -2.0% |
| 30D | +12.9% | +21.8% | -8.9% | +8.0% |
| 3M | +12.6% | +20.2% | -7.6% | +8.1% |
| 6M | -3.4% | +36.3% | -39.8% | -9.7% |
| YTD | +13.5% | +18.8% | -5.3% | +8.9% |
| 1Y | +23.5% | +20.4% | +3.1% | +18.0% |
| 3Y | +137.3% | +71.9% | +65.4% | +111.3% |
| All | +141.6% | +56.1% | +85.5% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling