+10.9%
EIX vs VLTO
+20.4%
-9.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.0% | +1.6% | -0.7% | +1.0% |
| 30D | +8.9% | +22.0% | -13.1% | +8.8% |
| 3M | -9.8% | +21.9% | -31.7% | -9.9% |
| 6M | -10.2% | +36.5% | -46.7% | -10.3% |
| YTD | +5.9% | +19.0% | -13.0% | +4.5% |
| 1Y | +10.9% | +21.0% | -10.1% | +9.5% |
| All | +10.9% | +20.4% | -9.5% | +9.5% |
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