+75.7%
AA vs VLTO
+73.3%
+2.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +4.9% | +5.4% |
| 7D | +4.8% | +2.0% | +2.8% | +3.8% |
| 30D | -0.6% | +21.8% | -22.4% | -10.4% |
| 3M | -16.3% | +20.2% | -36.5% | -24.0% |
| 6M | -33.4% | +36.3% | -69.7% | -44.3% |
| YTD | -20.7% | +18.8% | -39.5% | -27.8% |
| 1Y | +12.9% | +20.4% | -7.5% | +1.2% |
| 3Y | +75.7% | +71.9% | +3.8% | +20.1% |
| All | +75.7% | +73.3% | +2.5% | +20.1% |
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