+77.0%
CRL vs VLTO
+56.4%
+20.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -1.2% |
| 7D | +0.1% | +1.0% | -0.9% | -0.5% |
| 30D | +11.9% | +17.5% | -5.6% | +0.1% |
| 3M | +20.2% | +21.4% | -1.2% | +5.0% |
| 6M | +107.5% | +38.1% | +69.4% | +65.0% |
| YTD | +69.4% | +19.0% | +50.4% | +49.6% |
| 1Y | +99.7% | +20.7% | +79.1% | +74.2% |
| 3Y | +98.8% | +64.3% | +34.5% | +52.4% |
| All | +77.0% | +56.4% | +20.7% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling