+237.7%
C vs VLTO
+56.1%
+181.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.8% | +1.6% | +2.2% |
| 7D | -0.9% | +2.0% | -3.0% | -1.6% |
| 30D | -5.4% | +21.8% | -27.2% | -11.9% |
| 3M | -9.2% | +20.2% | -29.4% | -15.1% |
| 6M | -1.8% | +36.3% | -38.2% | -13.4% |
| YTD | +6.7% | +18.8% | -12.1% | -0.1% |
| 1Y | +23.5% | +20.4% | +3.1% | +14.7% |
| 3Y | +219.8% | +71.9% | +147.9% | +170.5% |
| All | +237.7% | +56.1% | +181.6% | +188.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling