+1,616.9%
BE vs VLTO
+69.5%
+1,547.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +0.1% | -13.6% | -13.6% |
| 7D | -14.7% | +5.4% | -20.1% | -16.2% |
| 30D | -40.5% | +22.3% | -62.8% | -45.0% |
| 3M | -24.3% | +19.6% | -44.0% | -29.5% |
| 6M | -39.3% | +35.2% | -74.5% | -49.2% |
| YTD | +99.4% | +17.9% | +81.5% | +84.6% |
| 1Y | +26.6% | +19.5% | +7.1% | +15.8% |
| 3Y | +1,616.9% | +73.9% | +1,543.0% | +1,254.0% |
| All | +1,616.9% | +69.5% | +1,547.5% | +1,254.0% |
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 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