+29.9%
AAPL vs VLTO
+18.3%
+11.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.7% | +5.3% |
| 7D | +1.7% | +13.8% | -12.2% | +0.6% |
| 30D | +5.0% | +21.2% | -16.2% | +3.3% |
| 3M | +13.1% | +21.5% | -8.4% | +11.2% |
| 6M | +26.5% | +33.0% | -6.5% | +24.6% |
| YTD | +28.9% | +17.8% | +11.1% | +28.4% |
| 1Y | +29.9% | +18.1% | +11.8% | +29.5% |
| All | +29.9% | +18.3% | +11.6% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling