+16.6%
EIX vs VLTO
+18.3%
-1.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +3.1% |
| 7D | +4.5% | +13.8% | -9.3% | +4.5% |
| 30D | +15.2% | +21.2% | -6.0% | +15.1% |
| 3M | -11.6% | +21.5% | -33.1% | -11.7% |
| 6M | -8.4% | +33.0% | -41.3% | -8.6% |
| YTD | +8.2% | +17.8% | -9.6% | +6.8% |
| 1Y | +16.6% | +18.1% | -1.5% | +15.7% |
| All | +16.6% | +18.3% | -1.7% | +15.7% |
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