+7.0%
CI vs VLTO
+70.6%
-63.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +1.2% | +1.0% | +0.2% | +0.9% |
| 30D | +2.6% | +17.5% | -14.9% | -1.0% |
| 3M | +7.4% | +21.4% | -14.0% | +2.9% |
| 6M | -0.1% | +38.1% | -38.2% | -7.0% |
| YTD | +9.7% | +19.0% | -9.3% | +5.2% |
| 1Y | +12.1% | +20.7% | -8.5% | +7.2% |
| 3Y | +7.0% | +64.3% | -57.3% | -5.3% |
| All | +7.0% | +70.6% | -63.6% | -5.3% |
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