-45.4%
FND vs VLTO
-9.1%
-36.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.1% |
| 7D | +0.4% | -1.6% | +1.9% | +1.3% |
| 30D | -23.6% | -2.9% | -20.7% | -22.2% |
| 3M | +4.3% | +12.7% | -8.3% | -1.5% |
| 6M | -20.3% | +1.6% | -21.9% | -21.4% |
| YTD | -21.3% | -4.0% | -17.3% | -20.4% |
| 1Y | -45.4% | -10.2% | -35.2% | -41.7% |
| All | -45.4% | -9.1% | -36.2% | -41.7% |
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