+62.8%
FDX vs VLTO
+27.2%
+35.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | 0.0% |
| 7D | -2.5% | -2.3% | -0.2% | -1.8% |
| 30D | +3.8% | -0.9% | +4.7% | +4.1% |
| 3M | -1.3% | +13.8% | -15.1% | -5.9% |
| 6M | +5.0% | +2.0% | +3.0% | +4.1% |
| YTD | +39.6% | -3.2% | +42.8% | +40.8% |
| 1Y | +81.1% | -9.2% | +90.3% | +87.5% |
| All | +62.8% | +27.2% | +35.6% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling