+95.1%
KRE vs VLTO
+55.4%
+39.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | +0.3% | +0.8% | -0.5% | 0.0% |
| 30D | +5.0% | +18.7% | -13.7% | -2.0% |
| 3M | -5.7% | +21.7% | -27.4% | -13.1% |
| 6M | +7.5% | +35.8% | -28.3% | -5.7% |
| YTD | +13.8% | +18.3% | -4.4% | +6.1% |
| 1Y | +20.7% | +20.9% | -0.2% | +11.0% |
| 3Y | +90.1% | +68.8% | +21.3% | +54.6% |
| All | +95.1% | +55.4% | +39.7% | +61.2% |
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 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