-73.2%
FCEL vs VLTO
+54.8%
-128.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.5% | +0.5% | +11.1% | +11.4% |
| 7D | -11.2% | +5.4% | -16.6% | -12.3% |
| 30D | -45.8% | +22.3% | -68.1% | -49.0% |
| 3M | -51.0% | +19.6% | -70.6% | -53.6% |
| 6M | -22.2% | +35.2% | -57.4% | -33.3% |
| YTD | +36.3% | +17.9% | +18.4% | +27.4% |
| 1Y | +29.0% | +19.5% | +9.5% | +19.3% |
| 3Y | -70.9% | +73.9% | -144.8% | -82.3% |
| All | -73.2% | +54.8% | -128.1% | -81.5% |
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 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