+492.6%
GEV vs VLTO
+32.3%
+460.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -9.8% | +5.4% | -15.2% | -10.6% |
| 30D | -22.3% | +22.3% | -44.6% | -25.6% |
| 3M | -22.6% | +19.6% | -42.2% | -25.4% |
| 6M | -30.7% | +35.2% | -65.9% | -36.6% |
| YTD | +18.7% | +17.9% | +0.9% | +15.3% |
| 1Y | +41.0% | +19.5% | +21.5% | +35.3% |
| All | +492.6% | +32.3% | +460.3% | +398.5% |
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