+1,587.1%
BE vs VLTO
+56.4%
+1,530.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.6% | -5.2% |
| 7D | +10.8% | +1.0% | +9.8% | +10.4% |
| 30D | -19.8% | +17.5% | -37.3% | -25.8% |
| 3M | -18.7% | +21.4% | -40.1% | -26.3% |
| 6M | -33.7% | +38.1% | -71.9% | -47.1% |
| YTD | +121.0% | +19.0% | +101.9% | +99.3% |
| 1Y | +85.4% | +20.7% | +64.8% | +65.1% |
| 3Y | +1,709.5% | +64.3% | +1,645.2% | +1,059.1% |
| All | +1,587.1% | +56.4% | +1,530.7% | +1,084.9% |
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