+95.6%
BN vs VLTO
+69.5%
+26.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | +5.3% | +5.4% | 0.0% | +2.7% |
| 30D | +11.9% | +22.3% | -10.4% | +1.0% |
| 3M | -5.7% | +19.6% | -25.4% | -14.0% |
| 6M | -10.6% | +35.2% | -45.8% | -24.0% |
| YTD | -9.4% | +17.9% | -27.2% | -16.7% |
| 1Y | -8.8% | +19.5% | -28.3% | -17.3% |
| 3Y | +95.6% | +73.9% | +21.7% | +64.0% |
| All | +95.6% | +69.5% | +26.2% | +64.0% |
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