-23.2%
BAH vs VLTO
+68.7%
-91.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | +6.0% | +12.0% | -6.0% | +2.0% |
| 30D | +31.1% | +20.8% | +10.2% | +22.9% |
| 3M | +25.2% | +20.1% | +5.0% | +17.6% |
| 6M | +18.9% | +32.6% | -13.7% | +8.3% |
| YTD | +8.3% | +17.3% | -9.0% | +2.2% |
| 1Y | +6.2% | +17.3% | -11.1% | +0.1% |
| All | -23.2% | +68.7% | -91.9% | -29.1% |
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