+64.4%
EEM vs VLTO
+69.5%
-5.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.1% |
| 7D | -2.8% | +5.4% | -8.2% | -3.5% |
| 30D | -11.9% | +22.3% | -34.2% | -14.6% |
| 3M | -8.8% | +19.6% | -28.4% | -11.3% |
| 6M | -11.6% | +35.2% | -46.8% | -16.5% |
| YTD | +9.0% | +17.9% | -8.8% | +6.5% |
| 1Y | +10.6% | +19.5% | -8.9% | +7.5% |
| 3Y | +64.4% | +73.9% | -9.6% | +49.9% |
| All | +64.4% | +69.5% | -5.1% | +49.9% |
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