+200.3%
ABCL vs VLTO
+71.3%
+128.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.2% |
| 7D | -2.7% | +1.5% | -4.2% | -3.1% |
| 30D | -5.4% | +20.9% | -26.4% | -11.1% |
| 3M | +22.4% | +21.4% | +1.0% | +14.8% |
| 6M | +127.6% | +37.6% | +90.0% | +101.2% |
| YTD | +249.4% | +19.5% | +229.9% | +231.1% |
| 1Y | +198.0% | +22.0% | +176.0% | +179.2% |
| All | +200.3% | +71.3% | +128.9% | +133.6% |
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