+75.8%
CTVA vs VLTO
+26.2%
+49.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.0% |
| 7D | -2.1% | -1.6% | -0.5% | -1.6% |
| 30D | +12.0% | -2.9% | +14.9% | +13.0% |
| 3M | +13.5% | +12.7% | +0.8% | +9.1% |
| 6M | +12.1% | +1.6% | +10.5% | +11.3% |
| YTD | +29.0% | -4.0% | +33.0% | +30.3% |
| 1Y | +18.9% | -10.2% | +29.0% | +23.0% |
| All | +75.8% | +26.2% | +49.6% | +61.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling