+557.9%
AU vs VLTO
+72.9%
+485.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.6% |
| 7D | +15.3% | +1.6% | +13.7% | +15.0% |
| 30D | -0.3% | +22.0% | -22.3% | -3.4% |
| 3M | -2.9% | +21.9% | -24.8% | -5.9% |
| 6M | -10.7% | +36.5% | -47.2% | -15.4% |
| YTD | +14.0% | +19.0% | -5.0% | +10.5% |
| 1Y | +32.5% | +21.0% | +11.5% | +27.9% |
| 3Y | +557.9% | +69.9% | +488.0% | +526.3% |
| All | +557.9% | +72.9% | +485.0% | +526.3% |
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