+51.0%
CGNX vs VLTO
+25.1%
+25.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.3% |
| 7D | +3.2% | -2.6% | +5.8% | +4.2% |
| 30D | -3.7% | -2.5% | -1.3% | -3.0% |
| 3M | +1.0% | +10.1% | -9.1% | -4.0% |
| 6M | +22.1% | +1.0% | +21.1% | +20.7% |
| YTD | +72.7% | -4.8% | +77.5% | +75.1% |
| 1Y | +40.4% | -9.3% | +49.7% | +46.4% |
| All | +51.0% | +25.1% | +25.9% | +32.8% |
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