+219.0%
CAH vs VLTO
+54.8%
+164.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +8.5% | +5.4% | +3.1% | +7.5% |
| 30D | +17.0% | +22.3% | -5.3% | +12.9% |
| 3M | +14.6% | +19.6% | -5.0% | +11.0% |
| 6M | +42.5% | +35.2% | +7.4% | +35.1% |
| YTD | +33.5% | +17.9% | +15.6% | +29.2% |
| 1Y | +38.5% | +19.5% | +19.0% | +33.8% |
| 3Y | +179.0% | +73.9% | +105.1% | +175.4% |
| All | +219.0% | +54.8% | +164.2% | +211.2% |
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