+166.1%
B vs VLTO
+69.5%
+96.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | +0.1% | +0.5% |
| 7D | +9.6% | +5.4% | +4.2% | +8.7% |
| 30D | +3.5% | +22.3% | -18.8% | 0.0% |
| 3M | -1.6% | +19.6% | -21.2% | -4.6% |
| 6M | -1.7% | +35.2% | -36.8% | -7.0% |
| YTD | -5.3% | +17.9% | -23.2% | -8.0% |
| 1Y | +27.2% | +19.5% | +7.7% | +23.0% |
| 3Y | +166.1% | +73.9% | +92.2% | +149.6% |
| All | +166.1% | +69.5% | +96.6% | +149.6% |
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