-77.0%
ADVB vs VLTO
+18.3%
-95.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.3% |
| 7D | -29.5% | +13.8% | -43.4% | -25.9% |
| 30D | -66.9% | +21.2% | -88.1% | -64.8% |
| 3M | -73.7% | +21.5% | -95.2% | -72.1% |
| 6M | -64.8% | +33.0% | -97.8% | -62.5% |
| YTD | -64.0% | +17.8% | -81.8% | -61.8% |
| 1Y | -77.0% | +18.1% | -95.1% | -75.2% |
| All | -77.0% | +18.3% | -95.3% | -75.2% |
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