+103.9%
WMT vs VLTO
+26.2%
+77.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | +0.1% | -1.6% | +1.7% | +0.5% |
| 30D | -5.0% | -2.9% | -2.1% | -4.4% |
| 3M | -11.3% | +12.7% | -24.0% | -13.4% |
| 6M | -13.8% | +1.6% | -15.4% | -14.2% |
| YTD | -4.2% | -4.0% | -0.2% | -3.6% |
| 1Y | +4.6% | -10.2% | +14.7% | +6.8% |
| All | +103.9% | +26.2% | +77.8% | +91.8% |
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