+152.6%
FITB vs VLTO
+56.4%
+96.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | +2.8% | +1.0% | +1.8% | +2.4% |
| 30D | +9.8% | +17.5% | -7.7% | +3.0% |
| 3M | -5.2% | +21.4% | -26.6% | -12.3% |
| 6M | +17.3% | +38.1% | -20.8% | +2.3% |
| YTD | +19.3% | +19.0% | +0.3% | +10.9% |
| 1Y | +32.7% | +20.7% | +12.0% | +22.3% |
| 3Y | +141.6% | +64.3% | +77.3% | +98.6% |
| All | +152.6% | +56.4% | +96.2% | +106.1% |
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