+46.1%
BKNG vs VLTO
+23.4%
+22.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +1.2% |
| 7D | -10.7% | -4.5% | -6.1% | -8.5% |
| 30D | -18.1% | -4.6% | -13.5% | -16.1% |
| 3M | +8.5% | +13.3% | -4.8% | +2.4% |
| 6M | -0.1% | +2.1% | -2.2% | -1.0% |
| YTD | -18.2% | -6.1% | -12.2% | -15.8% |
| 1Y | -19.9% | -11.4% | -8.5% | -15.5% |
| All | +46.1% | +23.4% | +22.7% | +38.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling