+5.5%
FOXA vs VLTO
+21.9%
-16.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.6% | +3.5% | +3.9% |
| 7D | +2.7% | +1.0% | +1.7% | +2.4% |
| 30D | +10.0% | +17.5% | -7.5% | +4.7% |
| 3M | +5.0% | +21.4% | -16.4% | -1.2% |
| 6M | +3.4% | +38.1% | -34.7% | -6.6% |
| YTD | -5.5% | +19.0% | -24.5% | -10.4% |
| 1Y | +5.5% | +20.7% | -15.1% | +0.2% |
| All | +5.5% | +21.9% | -16.4% | +0.2% |
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