+1,659.2%
BE vs VLTO
+72.9%
+1,586.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | -13.4% | +1.6% | -15.0% | -13.8% |
| 30D | -33.9% | +22.0% | -55.9% | -38.9% |
| 3M | -12.0% | +21.9% | -33.9% | -18.7% |
| 6M | -29.0% | +36.5% | -65.5% | -40.8% |
| YTD | +113.4% | +19.0% | +94.4% | +96.7% |
| 1Y | +33.2% | +21.0% | +12.2% | +21.0% |
| 3Y | +1,659.2% | +69.9% | +1,589.3% | +1,206.7% |
| All | +1,659.2% | +72.9% | +1,586.3% | +1,206.7% |
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