+514.9%
GEV vs VLTO
+33.6%
+481.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +3.7% | +1.0% | +2.8% | +3.6% |
| 30D | -14.7% | +17.5% | -32.1% | -17.3% |
| 3M | -23.4% | +21.4% | -44.8% | -26.4% |
| 6M | -24.3% | +38.1% | -62.5% | -31.2% |
| YTD | +23.2% | +19.0% | +4.2% | +19.4% |
| 1Y | +44.2% | +20.7% | +23.6% | +38.2% |
| All | +514.9% | +33.6% | +481.2% | +416.3% |
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