+40.5%
ALL vs VLTO
+18.3%
+22.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.8% |
| 7D | +7.5% | +13.8% | -6.3% | +4.3% |
| 30D | +19.7% | +21.2% | -1.4% | +14.7% |
| 3M | +2.9% | +21.5% | -18.6% | -1.5% |
| 6M | +23.5% | +33.0% | -9.5% | +16.8% |
| YTD | +31.1% | +17.8% | +13.4% | +24.9% |
| 1Y | +40.5% | +18.1% | +22.3% | +33.9% |
| All | +40.5% | +18.3% | +22.2% | +33.9% |
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