+754.3%
VLO price history and return analytics
+224.4%
+530.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +2.4% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | -16.6% | -1.7% | -14.8% | -15.2% |
| 3M | +12.3% | -2.3% | +14.6% | +14.5% |
| 6M | +47.8% | +1.5% | +46.3% | +42.9% |
| YTD | +126.7% | +12.0% | +114.7% | +91.5% |
| 1Y | +105.4% | +12.9% | +92.5% | +71.8% |
| 3Y | +222.0% | +74.9% | +147.0% | +54.3% |
| 5Y | +449.8% | +59.9% | +389.9% | +191.9% |
| 10Y | +754.3% | +224.6% | +529.7% | +66.7% |
| All | +754.3% | +224.4% | +530.0% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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