+203.6%
B vs VLTO
+54.1%
+149.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +4.3% | +12.0% | -7.7% | +2.8% |
| 30D | -0.9% | +20.8% | -21.8% | -3.6% |
| 3M | -1.4% | +20.1% | -21.5% | -3.9% |
| 6M | +5.0% | +32.6% | -27.6% | +0.7% |
| YTD | -5.8% | +17.3% | -23.2% | -8.1% |
| 1Y | +25.6% | +17.3% | +8.3% | +22.5% |
| 3Y | +161.6% | +66.9% | +94.7% | +154.0% |
| All | +203.6% | +54.1% | +149.5% | +190.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling