+15.7%
CI vs VLTO
+21.0%
-5.3%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | +2.6% | +1.6% | +1.0% | +2.2% |
| 30D | +7.3% | +22.0% | -14.6% | +1.8% |
| 3M | +9.5% | +21.9% | -12.4% | +3.8% |
| 6M | +6.4% | +36.5% | -30.1% | -1.9% |
| YTD | +12.0% | +19.0% | -7.0% | +7.3% |
| All | +15.7% | +21.0% | -5.3% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling