+104.3%
BLK vs VLTO
+55.4%
+49.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.4% |
| 7D | +3.9% | +0.8% | +3.1% | +3.6% |
| 30D | +14.1% | +18.7% | -4.6% | +6.4% |
| 3M | +5.3% | +21.7% | -16.4% | -2.9% |
| 6M | +12.6% | +35.8% | -23.3% | -1.4% |
| YTD | +15.5% | +18.3% | -2.7% | +7.8% |
| 1Y | +13.6% | +20.9% | -7.3% | +4.7% |
| 3Y | +95.6% | +68.8% | +26.7% | +63.3% |
| All | +104.3% | +55.4% | +49.0% | +73.2% |
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