+54.9%
GD vs VLTO
+68.7%
-13.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -3.9% | +12.0% | -15.9% | -7.2% |
| 30D | +8.1% | +20.8% | -12.8% | +2.0% |
| 3M | -6.8% | +20.1% | -26.9% | -11.9% |
| 6M | +3.0% | +32.6% | -29.6% | -5.9% |
| YTD | +7.8% | +17.3% | -9.6% | +1.8% |
| 1Y | +5.8% | +17.3% | -11.5% | -0.2% |
| All | +54.9% | +68.7% | -13.8% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling