+0.7%
LOW vs VLTO
+21.0%
-20.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +8.7% | +1.6% | +7.0% | +7.9% |
| 30D | +25.5% | +22.0% | +3.5% | +15.3% |
| 3M | +6.6% | +21.9% | -15.3% | -2.0% |
| 6M | +2.4% | +36.5% | -34.1% | -9.3% |
| YTD | -1.7% | +19.0% | -20.7% | -9.1% |
| All | +0.7% | +21.0% | -20.3% | -7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling