+87.6%
BB vs VLTO
+18.3%
+69.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.6% | +6.4% | +7.2% |
| 7D | -6.8% | +13.8% | -20.6% | -2.0% |
| 30D | -3.5% | +21.2% | -24.7% | +3.0% |
| 3M | -1.2% | +21.5% | -22.7% | +5.6% |
| 6M | +57.0% | +33.0% | +24.0% | +68.6% |
| YTD | +131.1% | +17.8% | +113.3% | +147.0% |
| 1Y | +87.6% | +18.1% | +69.5% | +100.8% |
| All | +87.6% | +18.3% | +69.3% | +100.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling