+227.9%
C vs VLTO
+54.1%
+173.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | -5.3% | +12.0% | -17.3% | -9.0% |
| 30D | -7.3% | +20.8% | -28.2% | -13.5% |
| 3M | -13.5% | +20.1% | -33.6% | -19.2% |
| 6M | -6.5% | +32.6% | -39.1% | -16.6% |
| YTD | +3.6% | +17.3% | -13.7% | -2.6% |
| 1Y | +18.9% | +17.3% | +1.6% | +11.6% |
| 3Y | +205.0% | +66.9% | +138.1% | +160.3% |
| All | +227.9% | +54.1% | +173.8% | +181.5% |
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