+97.6%
KRE vs VLTO
+56.1%
+41.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.4% |
| 7D | -0.4% | +2.0% | -2.4% | -1.2% |
| 30D | +6.4% | +21.8% | -15.4% | -1.7% |
| 3M | -3.1% | +20.2% | -23.3% | -10.1% |
| 6M | +6.4% | +36.3% | -30.0% | -6.9% |
| YTD | +15.3% | +18.8% | -3.5% | +7.2% |
| 1Y | +23.3% | +20.4% | +2.9% | +13.7% |
| 3Y | +93.6% | +71.9% | +21.7% | +56.4% |
| All | +97.6% | +56.1% | +41.5% | +62.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling