+1,674.4%
BE vs VLTO
+55.4%
+1,619.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.1% | -2.5% | -3.1% |
| 7D | +20.5% | +0.8% | +19.7% | +20.2% |
| 30D | -23.4% | +18.7% | -42.0% | -29.5% |
| 3M | -14.9% | +21.7% | -36.6% | -22.9% |
| 6M | -28.1% | +35.8% | -63.9% | -41.9% |
| YTD | +132.4% | +18.3% | +114.1% | +110.3% |
| 1Y | +59.4% | +20.9% | +38.5% | +41.2% |
| 3Y | +1,815.8% | +68.8% | +1,747.0% | +1,081.6% |
| All | +1,674.4% | +55.4% | +1,619.1% | +1,149.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling