+254.9%
EWY vs VLTO
+25.1%
+229.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +6.7% | -2.6% | +9.2% | +7.0% |
| 30D | +17.0% | -2.5% | +19.4% | +17.3% |
| 3M | +3.7% | +10.1% | -6.4% | +1.2% |
| 6M | +42.5% | +1.0% | +41.5% | +42.1% |
| YTD | +96.2% | -4.8% | +101.0% | +98.2% |
| 1Y | +160.4% | -9.3% | +169.7% | +166.1% |
| All | +254.9% | +25.1% | +229.8% | +243.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling