+86.3%
KO vs VLTO
+72.9%
+13.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +2.2% | +1.6% | +0.6% | +1.9% |
| 30D | +10.1% | +22.0% | -11.9% | +6.2% |
| 3M | +12.2% | +21.9% | -9.7% | +8.2% |
| 6M | +25.1% | +36.5% | -11.4% | +18.7% |
| YTD | +41.3% | +19.0% | +22.3% | +36.5% |
| 1Y | +41.1% | +21.0% | +20.1% | +35.7% |
| 3Y | +86.3% | +69.9% | +16.4% | +72.3% |
| All | +86.3% | +72.9% | +13.3% | +72.3% |
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