+249.6%
ALAB vs VLTO
+36.8%
+212.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +0.8% | +12.9% | +13.7% |
| 7D | -5.6% | +2.0% | -7.6% | -5.6% |
| 30D | -36.6% | +21.8% | -58.4% | -37.7% |
| 3M | -35.1% | +20.2% | -55.3% | -36.1% |
| 6M | +8.5% | +36.3% | -27.8% | +0.7% |
| YTD | +30.4% | +18.8% | +11.5% | +30.3% |
| 1Y | +31.0% | +20.4% | +10.6% | +28.6% |
| All | +249.6% | +36.8% | +212.8% | +216.9% |
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 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