+248.5%
ALAB vs VLTO
+37.0%
+211.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -7.5% | +1.6% | -9.1% | -7.5% |
| 30D | -36.8% | +22.0% | -58.8% | -37.9% |
| 3M | -31.9% | +21.9% | -53.7% | -33.1% |
| 6M | +8.2% | +36.5% | -28.3% | +0.4% |
| YTD | +29.9% | +19.0% | +11.0% | +29.9% |
| 1Y | +24.4% | +21.0% | +3.4% | +21.8% |
| All | +248.5% | +37.0% | +211.5% | +215.9% |
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 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