-10.6%
BA vs VLTO
+68.7%
-79.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | -0.1% | +12.0% | -12.1% | -4.0% |
| 30D | -9.1% | +20.8% | -30.0% | -15.1% |
| 3M | -28.2% | +20.1% | -48.3% | -32.8% |
| 6M | -23.1% | +32.6% | -55.7% | -30.7% |
| YTD | -20.6% | +17.3% | -37.9% | -25.0% |
| 1Y | -12.7% | +17.3% | -30.0% | -17.8% |
| All | -10.6% | +68.7% | -79.3% | -28.1% |
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