+5.1%
ADM vs VLTO
+56.1%
-51.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.3% |
| 7D | -7.8% | +2.0% | -9.9% | -8.0% |
| 30D | -12.6% | +21.8% | -34.4% | -14.5% |
| 3M | -8.2% | +20.2% | -28.4% | -10.2% |
| 6M | -8.9% | +36.3% | -45.2% | -12.5% |
| YTD | +24.0% | +18.8% | +5.2% | +21.7% |
| 1Y | +26.2% | +20.4% | +5.8% | +23.5% |
| 3Y | +7.0% | +71.9% | -64.9% | +3.4% |
| All | +5.1% | +56.1% | -51.0% | +1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling