-35.2%
BROS vs VLTO
+21.9%
-57.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.8% | +6.3% |
| 7D | +6.3% | +1.0% | +5.3% | +6.0% |
| 30D | -8.3% | +17.5% | -25.8% | -13.1% |
| 3M | -29.8% | +21.4% | -51.2% | -34.2% |
| 6M | -25.8% | +38.1% | -64.0% | -34.7% |
| YTD | -41.4% | +19.0% | -60.4% | -43.6% |
| 1Y | -35.2% | +20.7% | -55.8% | -38.5% |
| All | -35.2% | +21.9% | -57.1% | -38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling