+55.5%
EWT vs VLTO
+20.4%
+35.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.9% | -3.1% |
| 7D | +13.2% | +0.8% | +12.4% | +13.4% |
| 30D | -14.3% | +18.7% | -33.0% | -12.0% |
| 3M | -8.4% | +21.7% | -30.1% | -5.9% |
| 6M | +3.7% | +35.8% | -32.1% | +6.1% |
| YTD | +53.1% | +18.3% | +34.8% | +59.2% |
| 1Y | +55.5% | +20.9% | +34.6% | +62.0% |
| All | +55.5% | +20.4% | +35.1% | +62.0% |
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