+48.9%
IGV vs VLTO
+56.4%
-7.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | +2.3% | +1.0% | +1.3% | +2.0% |
| 30D | -6.0% | +17.5% | -23.5% | -11.6% |
| 3M | -4.8% | +21.4% | -26.2% | -11.7% |
| 6M | +14.2% | +38.1% | -23.9% | +0.3% |
| YTD | -4.2% | +19.0% | -23.3% | -10.6% |
| 1Y | -5.3% | +20.7% | -25.9% | -12.3% |
| 3Y | +38.8% | +64.3% | -25.5% | +16.6% |
| All | +48.9% | +56.4% | -7.5% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling