+13.2%
BR vs VLTO
+56.4%
-43.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +1.1% | +1.0% | +0.1% | +0.6% |
| 30D | +14.4% | +17.5% | -3.1% | +5.9% |
| 3M | +12.4% | +21.4% | -9.0% | +2.5% |
| 6M | +35.4% | +38.1% | -2.7% | +16.6% |
| YTD | -12.2% | +19.0% | -31.2% | -19.6% |
| 1Y | -12.7% | +20.7% | -33.4% | -20.7% |
| 3Y | +14.3% | +64.3% | -50.0% | -4.3% |
| All | +13.2% | +56.4% | -43.2% | -5.1% |
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