+50.0%
FDX vs VLTO
+20.4%
+29.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.9% |
| 7D | +0.8% | +0.8% | 0.0% | +0.7% |
| 30D | +9.9% | +18.7% | -8.8% | +8.8% |
| 3M | -1.9% | +21.7% | -23.6% | -3.0% |
| 6M | +6.1% | +35.8% | -29.8% | +4.8% |
| YTD | +38.8% | +18.3% | +20.5% | +37.3% |
| 1Y | +50.0% | +20.9% | +29.1% | +47.6% |
| All | +50.0% | +20.4% | +29.6% | +47.6% |
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 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