+40.2%
BBY vs VLTO
+20.4%
+19.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | +4.0% | +0.8% | +3.2% | +4.0% |
| 30D | +17.6% | +18.7% | -1.1% | +15.4% |
| 3M | +25.9% | +21.7% | +4.2% | +23.2% |
| 6M | +85.1% | +35.8% | +49.3% | +81.5% |
| YTD | +60.6% | +18.3% | +42.4% | +61.4% |
| 1Y | +40.2% | +20.9% | +19.3% | +38.7% |
| All | +40.2% | +20.4% | +19.7% | +38.7% |
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