+37.6%
EEM vs VLTO
-8.4%
+46.0%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.8% |
| 7D | +2.3% | -2.3% | +4.6% | +2.2% |
| 30D | +4.5% | -0.9% | +5.4% | +4.5% |
| 3M | -0.1% | +13.8% | -13.9% | -0.7% |
| 6M | +16.9% | +2.0% | +14.9% | +17.8% |
| YTD | +26.2% | -3.2% | +29.4% | +27.4% |
| All | +37.6% | -8.4% | +46.0% | +40.9% |
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 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