-97.4%
IRE vs VLTO
+20.2%
-117.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -1.3% |
| 7D | -15.5% | +2.0% | -17.6% | -13.4% |
| 30D | -70.4% | +21.8% | -92.2% | -60.0% |
| 3M | -81.6% | +20.2% | -101.8% | -75.6% |
| 6M | -94.7% | +36.3% | -131.0% | -92.4% |
| YTD | -91.8% | +18.8% | -110.6% | -88.6% |
| All | -97.4% | +20.2% | -117.6% | -96.1% |
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