+30.1%
BG vs VLTO
+23.4%
+6.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | +3.7% | -4.5% | +8.2% | +4.4% |
| 30D | +12.3% | -4.6% | +17.0% | +13.1% |
| 3M | -2.2% | +13.3% | -15.5% | -4.6% |
| 6M | +5.3% | +2.1% | +3.2% | +4.6% |
| YTD | +42.4% | -6.1% | +48.5% | +43.7% |
| 1Y | +55.2% | -11.4% | +66.6% | +58.5% |
| All | +30.1% | +23.4% | +6.6% | +28.0% |
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