+182.9%
B vs VLTO
+56.4%
+126.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -7.3% | +1.0% | -8.3% | -7.4% |
| 30D | -3.3% | +17.5% | -20.8% | -5.4% |
| 3M | -7.8% | +21.4% | -29.2% | -10.3% |
| 6M | -15.5% | +38.1% | -53.7% | -19.6% |
| YTD | -12.3% | +19.0% | -31.3% | -14.5% |
| 1Y | +5.4% | +20.7% | -15.3% | +2.4% |
| 3Y | +165.5% | +64.3% | +101.3% | +155.3% |
| All | +182.9% | +56.4% | +126.5% | +170.2% |
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