+28.4%
EL vs VLTO
+20.4%
+8.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +7.6% | +1.6% | +6.0% | +7.0% |
| 30D | +15.7% | +22.0% | -6.3% | +6.2% |
| 3M | +30.5% | +21.9% | +8.6% | +19.8% |
| 6M | +32.5% | +36.5% | -4.0% | +17.8% |
| YTD | +9.4% | +19.0% | -9.5% | -1.0% |
| 1Y | +28.4% | +21.0% | +7.4% | +16.7% |
| All | +28.4% | +20.4% | +8.0% | +16.7% |
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