+206.6%
C vs VLTO
+68.7%
+137.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | -5.3% | +12.0% | -17.3% | -9.1% |
| 30D | -7.3% | +20.8% | -28.2% | -13.6% |
| 3M | -13.5% | +20.1% | -33.6% | -19.3% |
| 6M | -6.5% | +32.6% | -39.1% | -17.0% |
| YTD | +3.6% | +17.3% | -13.7% | -2.7% |
| 1Y | +18.9% | +17.3% | +1.6% | +11.5% |
| All | +206.6% | +68.7% | +137.9% | +163.9% |
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