+42.3%
EQT vs VLTO
+24.3%
+18.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -2.0% | -2.3% | +0.3% | -1.6% |
| 30D | 0.0% | -2.7% | +2.7% | +0.5% |
| 3M | +5.9% | +14.0% | -8.1% | +2.8% |
| 6M | -14.8% | +3.3% | -18.1% | -15.6% |
| YTD | +1.8% | -5.4% | +7.2% | +2.7% |
| 1Y | +7.4% | -13.3% | +20.6% | +11.1% |
| All | +42.3% | +24.3% | +18.0% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling