+85.1%
CRL vs VLTO
+56.1%
+29.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.2% |
| 7D | +4.4% | +2.0% | +2.3% | +3.1% |
| 30D | +17.1% | +21.8% | -4.7% | +2.1% |
| 3M | +32.1% | +20.2% | +11.9% | +16.1% |
| 6M | +98.9% | +36.3% | +62.6% | +59.7% |
| YTD | +77.1% | +18.8% | +58.3% | +56.5% |
| 1Y | +110.3% | +20.4% | +89.9% | +83.6% |
| 3Y | +108.5% | +71.9% | +36.6% | +58.1% |
| All | +85.1% | +56.1% | +29.0% | +41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling