-22.4%
BX vs VLTO
-10.6%
-11.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.8% | -3.3% |
| 7D | -5.7% | -2.6% | -3.1% | -4.7% |
| 30D | -8.9% | -2.5% | -6.4% | -7.9% |
| 3M | +8.4% | +10.1% | -1.7% | +4.6% |
| 6M | +18.9% | +1.0% | +17.9% | +19.5% |
| YTD | -13.6% | -4.8% | -8.8% | -10.8% |
| 1Y | -22.4% | -9.3% | -13.1% | -17.8% |
| All | -22.4% | -10.6% | -11.9% | -17.8% |
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