+86.1%
CRL vs VLTO
+69.5%
+16.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.5% | +7.4% | +7.5% |
| 7D | -6.1% | +5.4% | -11.5% | -9.5% |
| 30D | +12.4% | +22.3% | -9.9% | -3.2% |
| 3M | +27.1% | +19.6% | +7.5% | +11.2% |
| 6M | +85.7% | +35.2% | +50.6% | +47.7% |
| YTD | +69.2% | +17.9% | +51.3% | +49.3% |
| 1Y | +97.5% | +19.5% | +78.0% | +71.8% |
| 3Y | +86.1% | +73.9% | +12.2% | +41.1% |
| All | +86.1% | +69.5% | +16.6% | +41.1% |
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