+1,603.7%
BE vs VLTO
+56.1%
+1,547.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +11.6% |
| 7D | -1.2% | +2.0% | -3.2% | -2.0% |
| 30D | -30.9% | +21.8% | -52.7% | -37.3% |
| 3M | -11.6% | +20.2% | -31.8% | -19.5% |
| 6M | -25.7% | +36.3% | -62.1% | -40.1% |
| YTD | +123.1% | +18.8% | +104.3% | +101.4% |
| 1Y | +43.4% | +20.4% | +23.0% | +27.6% |
| 3Y | +1,683.6% | +71.9% | +1,611.7% | +978.7% |
| All | +1,603.7% | +56.1% | +1,547.6% | +1,097.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling