+205.1%
AG vs VLTO
+54.8%
+150.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +6.3% | +5.4% | +0.9% | +5.3% |
| 30D | -8.9% | +22.3% | -31.3% | -12.7% |
| 3M | -12.2% | +19.6% | -31.8% | -15.4% |
| 6M | -28.3% | +35.2% | -63.5% | -33.0% |
| YTD | -8.8% | +17.9% | -26.7% | -11.7% |
| 1Y | +39.4% | +19.5% | +19.8% | +34.1% |
| 3Y | +229.4% | +73.9% | +155.5% | +214.6% |
| All | +205.1% | +54.8% | +150.2% | +187.5% |
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