+38.3%
EQT vs VLTO
+70.6%
-32.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.7% |
| 7D | +6.9% | +1.0% | +5.9% | +6.7% |
| 30D | +0.4% | +17.5% | -17.0% | -2.5% |
| 3M | -2.0% | +21.4% | -23.4% | -5.5% |
| 6M | -5.0% | +38.1% | -43.1% | -11.0% |
| YTD | -0.3% | +19.0% | -19.3% | -3.5% |
| 1Y | -11.3% | +20.7% | -32.0% | -14.7% |
| 3Y | +38.3% | +64.3% | -26.0% | +15.9% |
| All | +38.3% | +70.6% | -32.3% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling