+135.7%
WMT vs VLTO
+69.5%
+66.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | +1.6% | +5.4% | -3.8% | +0.3% |
| 30D | +16.1% | +22.3% | -6.3% | +10.6% |
| 3M | +12.3% | +19.6% | -7.3% | +7.5% |
| 6M | -3.1% | +35.2% | -38.2% | -9.7% |
| YTD | +13.4% | +17.9% | -4.5% | +8.7% |
| 1Y | +24.5% | +19.5% | +5.0% | +18.7% |
| 3Y | +135.7% | +73.9% | +61.8% | +88.4% |
| All | +135.7% | +69.5% | +66.2% | +88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling