+58.1%
XLE vs VLTO
+69.5%
-11.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -12.0% | +5.4% | -17.4% | -12.8% |
| 30D | -2.7% | +22.3% | -25.1% | -6.0% |
| 3M | +6.6% | +19.6% | -13.0% | +3.3% |
| 6M | +9.5% | +35.2% | -25.6% | +3.4% |
| YTD | +40.6% | +17.9% | +22.7% | +36.7% |
| 1Y | +43.6% | +19.5% | +24.1% | +38.9% |
| 3Y | +58.1% | +73.9% | -15.8% | +39.8% |
| All | +58.1% | +69.5% | -11.4% | +39.8% |
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 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