+41.4%
BX vs VLTO
+26.2%
+15.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.1% |
| 7D | -2.0% | -1.6% | -0.4% | -1.0% |
| 30D | -2.3% | -2.9% | +0.6% | -0.5% |
| 3M | +18.5% | +12.7% | +5.8% | +9.7% |
| 6M | +23.7% | +1.6% | +22.1% | +22.2% |
| YTD | -10.4% | -4.0% | -6.4% | -8.2% |
| 1Y | -19.6% | -10.2% | -9.4% | -13.9% |
| All | +41.4% | +26.2% | +15.2% | +24.1% |
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 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