+39.9%
KO vs VLTO
+20.4%
+19.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.1% |
| 7D | +1.8% | +0.8% | +1.0% | +1.6% |
| 30D | +8.1% | +18.7% | -10.6% | +4.8% |
| 3M | +13.0% | +21.7% | -8.7% | +9.1% |
| 6M | +23.3% | +35.8% | -12.6% | +18.2% |
| YTD | +42.1% | +18.3% | +23.8% | +35.6% |
| 1Y | +39.9% | +20.9% | +19.0% | +33.4% |
| All | +39.9% | +20.4% | +19.5% | +33.4% |
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