-87.7%
ADVB vs VLTO
-2.0%
-85.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.6% |
| 7D | -14.0% | -1.6% | -12.4% | -13.7% |
| 30D | +41.0% | -2.9% | +43.8% | +41.6% |
| 3M | +127.9% | +12.7% | +115.2% | +115.8% |
| 6M | +101.3% | +1.6% | +99.8% | +100.4% |
| YTD | +53.8% | -4.0% | +57.7% | +56.1% |
| 1Y | +4.4% | -10.2% | +14.6% | +9.7% |
| All | -87.7% | -2.0% | -85.7% | -89.6% |
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