+45.4%
GILD vs VLTO
+18.3%
+27.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +4.0% |
| 7D | +9.6% | +13.8% | -4.2% | +5.5% |
| 30D | +20.6% | +21.2% | -0.5% | +14.2% |
| 3M | +29.7% | +21.5% | +8.2% | +22.6% |
| 6M | +33.1% | +33.0% | +0.1% | +23.4% |
| YTD | +44.7% | +17.8% | +26.9% | +34.9% |
| 1Y | +45.4% | +18.1% | +27.2% | +35.2% |
| All | +45.4% | +18.3% | +27.1% | +35.2% |
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