+151.2%
ABCL vs VLTO
+54.1%
+97.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.4% | -9.0% | -9.3% |
| 7D | -14.9% | +12.0% | -26.9% | -18.0% |
| 30D | -15.4% | +20.8% | -36.2% | -20.8% |
| 3M | +88.0% | +20.1% | +67.9% | +76.0% |
| 6M | +138.8% | +32.6% | +106.2% | +113.0% |
| YTD | +225.4% | +17.3% | +208.1% | +208.6% |
| 1Y | +137.3% | +17.3% | +120.0% | +124.7% |
| 3Y | +136.8% | +66.9% | +69.9% | +83.4% |
| All | +151.2% | +54.1% | +97.1% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling