+47.0%
BBY vs VLTO
+25.1%
+22.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -1.1% |
| 7D | +1.2% | -2.6% | +3.7% | +2.3% |
| 30D | +6.8% | -2.5% | +9.3% | +7.9% |
| 3M | +18.7% | +10.1% | +8.6% | +13.4% |
| 6M | +37.3% | +1.0% | +36.3% | +36.4% |
| YTD | +35.3% | -4.8% | +40.1% | +38.2% |
| 1Y | +20.7% | -9.3% | +30.0% | +26.6% |
| All | +47.0% | +25.1% | +22.0% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling