+216.1%
C vs VLTO
+72.9%
+143.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.4% | +1.6% | -2.0% | -0.9% |
| 30D | -5.2% | +22.0% | -27.1% | -11.9% |
| 3M | -9.1% | +21.9% | -31.0% | -15.7% |
| 6M | -1.6% | +36.5% | -38.1% | -13.7% |
| YTD | +6.9% | +19.0% | -12.0% | 0.0% |
| 1Y | +23.0% | +21.0% | +2.0% | +13.7% |
| 3Y | +216.1% | +69.9% | +146.3% | +173.9% |
| All | +216.1% | +72.9% | +143.2% | +173.9% |
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