+12.0%
BR vs VLTO
+54.8%
-42.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.0% |
| 7D | +6.5% | +5.4% | +1.1% | +3.9% |
| 30D | +18.9% | +22.3% | -3.4% | +8.0% |
| 3M | +16.3% | +19.6% | -3.3% | +6.7% |
| 6M | +26.2% | +35.2% | -9.0% | +9.7% |
| YTD | -13.1% | +17.9% | -31.0% | -20.1% |
| 1Y | -10.5% | +19.5% | -30.0% | -18.2% |
| 3Y | +13.3% | +73.9% | -60.6% | -6.2% |
| All | +12.0% | +54.8% | -42.8% | -5.7% |
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