+62.4%
EWY vs VLTO
+18.3%
+44.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.7% |
| 7D | -8.3% | +13.8% | -22.1% | -4.0% |
| 30D | -20.5% | +21.2% | -41.7% | -15.4% |
| 3M | -11.1% | +21.5% | -32.6% | -5.3% |
| 6M | -7.0% | +33.0% | -40.0% | +0.2% |
| YTD | +56.5% | +17.8% | +38.7% | +70.4% |
| 1Y | +62.4% | +18.1% | +44.3% | +76.7% |
| All | +62.4% | +18.3% | +44.1% | +76.7% |
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