+184.8%
B vs VLTO
+55.4%
+129.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.0% |
| 7D | -6.2% | +0.8% | -7.0% | -6.3% |
| 30D | -6.6% | +18.7% | -25.3% | -8.8% |
| 3M | -7.9% | +21.7% | -29.6% | -10.4% |
| 6M | -16.8% | +35.8% | -52.7% | -20.5% |
| YTD | -11.7% | +18.3% | -29.9% | -13.8% |
| 1Y | +3.5% | +20.9% | -17.4% | +0.5% |
| 3Y | +165.7% | +68.8% | +96.9% | +157.2% |
| All | +184.8% | +55.4% | +129.4% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling