-97.6%
IRE vs VLTO
+14.4%
-112.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.1% | -15.9% | -15.7% |
| 7D | -41.9% | +1.6% | -43.5% | -40.8% |
| 30D | -75.1% | +22.0% | -97.0% | -67.5% |
| 3M | -82.4% | +21.9% | -104.3% | -77.0% |
| 6M | -95.5% | +36.5% | -132.0% | -94.0% |
| YTD | -93.1% | +19.0% | -112.0% | -90.3% |
| 1Y | -97.8% | +21.0% | -118.8% | -96.9% |
| All | -97.6% | +14.4% | -112.0% | -96.2% |
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 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