+80.7%
D vs VLTO
+27.2%
+53.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | +1.5% | -2.3% | +3.7% | +1.9% |
| 30D | -2.6% | -0.9% | -1.7% | -2.4% |
| 3M | 0.0% | +13.8% | -13.8% | -2.8% |
| 6M | +7.4% | +2.0% | +5.3% | +6.8% |
| YTD | +15.9% | -3.2% | +19.1% | +16.4% |
| 1Y | +18.1% | -9.2% | +27.3% | +20.6% |
| All | +80.7% | +27.2% | +53.5% | +75.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling