+95.6%
BBY vs VLTO
+73.3%
+22.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.8% | +6.3% |
| 7D | +10.5% | +2.0% | +8.5% | +9.6% |
| 30D | +22.1% | +21.8% | +0.3% | +11.4% |
| 3M | +31.0% | +20.2% | +10.8% | +20.1% |
| 6M | +83.2% | +36.3% | +46.9% | +57.7% |
| YTD | +65.1% | +18.8% | +46.2% | +52.5% |
| 1Y | +41.6% | +20.4% | +21.2% | +29.4% |
| 3Y | +95.6% | +71.9% | +23.7% | +58.4% |
| All | +95.6% | +73.3% | +22.3% | +58.4% |
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