+89.2%
ALLE vs VLTO
+69.5%
+19.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.2% |
| 7D | -0.6% | +5.4% | -6.0% | -3.3% |
| 30D | +25.3% | +22.3% | +3.0% | +12.8% |
| 3M | +10.3% | +19.6% | -9.3% | +0.4% |
| 6M | +38.0% | +35.2% | +2.9% | +17.8% |
| YTD | +17.8% | +17.9% | -0.1% | +7.3% |
| 1Y | +13.6% | +19.5% | -5.9% | +2.4% |
| 3Y | +89.2% | +73.9% | +15.3% | +52.6% |
| All | +89.2% | +69.5% | +19.7% | +52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling