+51.9%
DOW vs VLTO
+18.3%
+33.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.2% |
| 7D | -4.2% | +13.8% | -18.0% | -4.5% |
| 30D | +14.7% | +21.2% | -6.5% | +14.3% |
| 3M | +9.1% | +21.5% | -12.4% | +8.7% |
| 6M | -17.7% | +33.0% | -50.6% | -17.2% |
| YTD | +44.6% | +17.8% | +26.8% | +46.0% |
| 1Y | +51.9% | +18.1% | +33.8% | +52.8% |
| All | +51.9% | +18.3% | +33.6% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling