+24.3%
LOW vs VLTO
+56.1%
-31.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +3.0% |
| 7D | +6.4% | +2.0% | +4.4% | +5.5% |
| 30D | +25.6% | +21.8% | +3.8% | +15.3% |
| 3M | +4.6% | +20.2% | -15.6% | -3.4% |
| 6M | +2.5% | +36.3% | -33.8% | -10.1% |
| YTD | -1.6% | +18.8% | -20.5% | -9.1% |
| 1Y | +1.7% | +20.4% | -18.7% | -6.6% |
| 3Y | +29.4% | +71.9% | -42.5% | +10.6% |
| All | +24.3% | +56.1% | -31.9% | +7.4% |
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