+207.4%
ALAB vs VLTO
+35.7%
+171.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +6.3% |
| 7D | -26.3% | +5.4% | -31.7% | -26.4% |
| 30D | -50.1% | +22.3% | -72.4% | -51.1% |
| 3M | -42.5% | +19.6% | -62.1% | -43.4% |
| 6M | -10.8% | +35.2% | -46.0% | -17.4% |
| YTD | +14.6% | +17.9% | -3.2% | +14.6% |
| 1Y | +17.1% | +19.5% | -2.4% | +14.9% |
| All | +207.4% | +35.7% | +171.7% | +178.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling