+9.2%
GAP vs VLTO
+18.3%
-9.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.6% | +7.4% | +7.8% |
| 7D | +8.0% | +13.8% | -5.9% | +3.6% |
| 30D | +2.7% | +21.2% | -18.5% | -3.7% |
| 3M | +16.0% | +21.5% | -5.5% | +8.7% |
| 6M | +2.0% | +33.0% | -31.0% | -7.6% |
| YTD | -4.4% | +17.8% | -22.2% | -7.2% |
| 1Y | +9.2% | +18.1% | -8.9% | +5.8% |
| All | +9.2% | +18.3% | -9.1% | +5.8% |
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