-99.9%
BIYA vs VLTO
+22.5%
-122.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.5% |
| 7D | +9.0% | +1.0% | +8.0% | +8.2% |
| 30D | -12.9% | +17.5% | -30.4% | -23.1% |
| 3M | -54.7% | +21.4% | -76.1% | -61.4% |
| 6M | -85.1% | +38.1% | -123.2% | -87.3% |
| YTD | -96.9% | +19.0% | -115.9% | -97.2% |
| 1Y | -98.5% | +20.7% | -119.2% | -98.7% |
| All | -99.9% | +22.5% | -122.3% | -99.9% |
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