+6.7%
CLX vs VLTO
+21.0%
-14.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +13.6% | +1.6% | +12.0% | +12.9% |
| 30D | +29.1% | +22.0% | +7.1% | +19.0% |
| 3M | +1.6% | +21.9% | -20.3% | -6.3% |
| 6M | +18.7% | +36.5% | -17.8% | +5.6% |
| YTD | +11.1% | +19.0% | -7.9% | +0.7% |
| All | +6.7% | +21.0% | -14.3% | -4.0% |
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