+2,122.1%
BE vs VLTO
+27.2%
+2,094.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +9.0% | +8.2% |
| 7D | +20.0% | -2.3% | +22.3% | +21.3% |
| 30D | +7.9% | -0.9% | +8.8% | +8.1% |
| 3M | -13.2% | +13.8% | -27.0% | -23.7% |
| 6M | +53.5% | +2.0% | +51.5% | +47.6% |
| YTD | +191.0% | -3.2% | +194.2% | +190.8% |
| 1Y | +360.5% | -9.2% | +369.7% | +380.9% |
| All | +2,122.1% | +27.2% | +2,094.9% | +1,628.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling