+21.8%
LOW vs VLTO
+55.4%
-33.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.3% |
| 7D | +0.1% | +0.8% | -0.7% | -0.2% |
| 30D | +21.3% | +18.7% | +2.6% | +12.6% |
| 3M | +6.0% | +21.7% | -15.7% | -2.6% |
| 6M | +2.6% | +35.8% | -33.3% | -9.9% |
| YTD | -3.6% | +18.3% | -21.9% | -10.7% |
| 1Y | -1.0% | +20.9% | -21.8% | -9.3% |
| 3Y | +24.2% | +68.8% | -44.7% | +6.6% |
| All | +21.8% | +55.4% | -33.6% | +5.5% |
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 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