+98.8%
KRE vs VLTO
+26.2%
+72.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.9% |
| 7D | +2.3% | -1.6% | +3.9% | +3.0% |
| 30D | -2.5% | -2.9% | +0.4% | -1.4% |
| 3M | +6.2% | +12.7% | -6.4% | +0.5% |
| 6M | +15.8% | +1.6% | +14.2% | +14.6% |
| YTD | +16.0% | -4.0% | +20.0% | +17.6% |
| 1Y | +16.2% | -10.2% | +26.3% | +21.8% |
| All | +98.8% | +26.2% | +72.6% | +78.7% |
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