+1,579.7%
VLO price history and return analytics
+357.6%
+1,222.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | -0.2% |
| 7D | -6.5% | +0.4% | -6.8% | -7.1% |
| 30D | -17.8% | -2.6% | -15.2% | -15.5% |
| 3M | +19.6% | -3.2% | +22.8% | +23.5% |
| 6M | +49.3% | +0.9% | +48.3% | +44.9% |
| YTD | +122.4% | +11.3% | +111.1% | +87.7% |
| 1Y | +107.4% | +14.0% | +93.4% | +69.8% |
| 3Y | +223.1% | +75.8% | +147.2% | +52.2% |
| 5Y | +432.2% | +57.8% | +374.4% | +179.8% |
| 10Y | +743.6% | +219.8% | +523.8% | +91.7% |
| All | +1,579.7% | +357.6% | +1,222.1% | +198.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling