+23.1%
C vs VLTO
+20.4%
+2.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +4.7% | +0.8% | +3.9% | +4.7% |
| 30D | +0.2% | +18.7% | -18.5% | -1.3% |
| 3M | -9.3% | +21.7% | -31.0% | -10.9% |
| 6M | -0.8% | +35.8% | -36.7% | -5.4% |
| YTD | +8.5% | +18.3% | -9.7% | +7.9% |
| 1Y | +23.1% | +20.9% | +2.2% | +22.1% |
| All | +23.1% | +20.4% | +2.7% | +22.1% |
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 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