+35.4%
BX vs VLTO
+70.6%
-35.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.7% | +1.0% |
| 7D | +0.6% | +1.0% | -0.4% | 0.0% |
| 30D | +14.2% | +17.5% | -3.2% | +3.2% |
| 3M | -18.7% | +21.4% | -40.1% | -28.2% |
| 6M | +2.5% | +38.1% | -35.7% | -17.2% |
| YTD | -18.8% | +19.0% | -37.8% | -27.3% |
| 1Y | -10.3% | +20.7% | -31.0% | -20.8% |
| 3Y | +35.4% | +64.3% | -28.9% | +4.1% |
| All | +35.4% | +70.6% | -35.2% | +4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling