-50.4%
KVYO vs VLTO
+25.1%
-75.5%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -0.8% | -8.2% | -8.5% |
| 7D | -15.7% | -2.6% | -13.2% | -14.1% |
| 30D | -9.0% | -2.5% | -6.5% | -7.2% |
| 3M | +10.1% | +10.1% | 0.0% | +3.9% |
| 6M | -20.6% | +1.0% | -21.6% | -20.9% |
| YTD | -49.9% | -4.8% | -45.1% | -48.2% |
| 1Y | -49.4% | -9.3% | -40.1% | -46.4% |
| All | -50.4% | +25.1% | -75.5% | -57.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling