+257.6%
ALAB vs VLTO
+37.1%
+220.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.3% | -2.6% |
| 7D | +16.3% | +1.0% | +15.3% | +16.3% |
| 30D | -26.1% | +17.5% | -43.6% | -26.9% |
| 3M | -31.3% | +21.4% | -52.7% | -32.5% |
| 6M | -1.0% | +38.1% | -39.1% | -8.8% |
| YTD | +33.3% | +19.0% | +14.3% | +33.3% |
| 1Y | +53.5% | +20.7% | +32.9% | +50.7% |
| All | +257.6% | +37.1% | +220.6% | +224.1% |
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