+65.2%
ALAB vs VLTO
-8.3%
+73.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.6% | +11.4% | +8.9% |
| 7D | +7.2% | -2.3% | +9.5% | +6.0% |
| 30D | -2.5% | -0.9% | -1.6% | -2.8% |
| 3M | -13.3% | +13.8% | -27.1% | -10.3% |
| 6M | +172.8% | +2.0% | +170.8% | +183.5% |
| YTD | +86.6% | -3.2% | +89.8% | +89.4% |
| 1Y | +65.2% | -9.2% | +74.3% | +71.9% |
| All | +65.2% | -8.3% | +73.4% | +71.9% |
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