-22.7%
FND vs VLTO
+20.4%
-43.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -3.8% |
| 7D | -5.1% | +0.8% | -5.9% | -5.5% |
| 30D | +9.2% | +18.7% | -9.5% | -0.2% |
| 3M | -17.7% | +21.7% | -39.4% | -25.7% |
| 6M | +2.5% | +35.8% | -33.4% | -12.0% |
| YTD | -19.8% | +18.3% | -38.1% | -28.0% |
| 1Y | -22.7% | +20.9% | -43.6% | -31.8% |
| All | -22.7% | +20.4% | -43.1% | -31.8% |
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