+563.3%
AU vs VLTO
+57.1%
+506.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.4% | -2.0% |
| 7D | +4.7% | +1.5% | +3.2% | +4.5% |
| 30D | -1.5% | +20.9% | -22.5% | -3.6% |
| 3M | -5.0% | +21.4% | -26.4% | -7.1% |
| 6M | -13.5% | +37.6% | -51.1% | -16.9% |
| YTD | +11.7% | +19.5% | -7.8% | +9.1% |
| 1Y | +21.3% | +22.0% | -0.7% | +18.0% |
| 3Y | +545.0% | +70.7% | +474.3% | +545.0% |
| All | +563.3% | +57.1% | +506.3% | +539.1% |
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 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