+75.9%
D vs VLTO
+68.7%
+7.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +6.9% | +12.0% | -5.1% | +4.2% |
| 30D | +12.3% | +20.8% | -8.5% | +7.8% |
| 3M | +3.0% | +20.1% | -17.1% | -1.0% |
| 6M | +12.8% | +32.6% | -19.8% | +5.9% |
| YTD | +22.6% | +17.3% | +5.2% | +18.1% |
| 1Y | +21.7% | +17.3% | +4.4% | +17.0% |
| All | +75.9% | +68.7% | +7.2% | +65.9% |
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