+601.6%
VLO price history and return analytics
+66.2%
+535.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.6% |
| 7D | +5.8% | +1.0% | +4.8% | +5.0% |
| 30D | +28.3% | -0.2% | +28.6% | +28.5% |
| 3M | +48.7% | +4.5% | +44.2% | +43.8% |
| 6M | +71.9% | +14.1% | +57.9% | +54.1% |
| YTD | +138.7% | +14.8% | +123.9% | +112.6% |
| 1Y | +148.5% | +21.2% | +127.3% | +111.3% |
| 3Y | +192.7% | +76.6% | +116.1% | +84.2% |
| 5Y | +601.6% | +66.6% | +535.0% | +372.9% |
| All | +601.6% | +66.2% | +535.4% | +372.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling