+7.7%
EIX vs VLTO
+21.7%
-14.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.5% |
| 7D | -2.5% | +1.5% | -4.0% | -2.6% |
| 30D | +7.7% | +20.9% | -13.3% | +7.6% |
| 3M | -12.9% | +21.4% | -34.2% | -12.9% |
| 6M | -12.7% | +37.6% | -50.3% | -12.8% |
| YTD | +5.5% | +19.5% | -14.1% | +4.0% |
| All | +7.7% | +21.7% | -14.0% | +6.3% |
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