+253.3%
EWY vs VLTO
+26.2%
+227.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.6% |
| 7D | +8.0% | -1.6% | +9.6% | +8.2% |
| 30D | +14.3% | -2.9% | +17.2% | +14.7% |
| 3M | +2.3% | +12.7% | -10.4% | -0.6% |
| 6M | +49.9% | +1.6% | +48.3% | +49.4% |
| YTD | +95.3% | -4.0% | +99.3% | +97.1% |
| 1Y | +161.7% | -10.2% | +171.9% | +168.6% |
| All | +253.3% | +26.2% | +227.1% | +241.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling