+27.8%
BG vs VLTO
+24.3%
+3.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +3.1% | -2.3% | +5.4% | +3.5% |
| 30D | +10.2% | -2.7% | +12.9% | +10.6% |
| 3M | -1.7% | +14.0% | -15.7% | -4.1% |
| 6M | +1.0% | +3.3% | -2.3% | +0.1% |
| YTD | +39.9% | -5.4% | +45.3% | +41.0% |
| 1Y | +53.2% | -13.3% | +66.5% | +57.3% |
| All | +27.8% | +24.3% | +3.5% | +25.6% |
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