-77.5%
ADVB vs VLTO
+18.3%
-95.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.4% |
| 7D | -13.9% | +5.4% | -19.3% | -12.0% |
| 30D | -68.1% | +22.3% | -90.4% | -66.1% |
| 3M | -73.4% | +19.6% | -93.0% | -71.7% |
| 6M | -70.8% | +35.2% | -105.9% | -69.0% |
| YTD | -66.1% | +17.9% | -84.0% | -63.9% |
| 1Y | -77.5% | +19.5% | -97.0% | -75.6% |
| All | -77.5% | +18.3% | -95.8% | -75.6% |
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 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