+1,422.3%
BE vs VLTO
+54.8%
+1,367.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +3.0% | +3.2% |
| 7D | -14.7% | +5.4% | -20.1% | -16.6% |
| 30D | -40.5% | +22.3% | -62.8% | -46.3% |
| 3M | -24.3% | +19.6% | -44.0% | -31.0% |
| 6M | -39.3% | +35.2% | -74.5% | -51.0% |
| YTD | +99.4% | +17.9% | +81.5% | +80.5% |
| 1Y | +26.6% | +19.5% | +7.1% | +12.9% |
| 3Y | +1,616.9% | +73.9% | +1,543.0% | +913.2% |
| All | +1,422.3% | +54.8% | +1,367.5% | +973.1% |
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