+49.9%
LYFT vs VLTO
+24.3%
+25.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.5% |
| 7D | -8.4% | -2.3% | -6.1% | -6.7% |
| 30D | -7.6% | -2.7% | -4.9% | -5.6% |
| 3M | +11.7% | +14.0% | -2.3% | +0.4% |
| 6M | +15.1% | +3.3% | +11.8% | +11.6% |
| YTD | -20.9% | -5.4% | -15.5% | -17.8% |
| 1Y | -16.4% | -13.3% | -3.1% | -6.5% |
| All | +49.9% | +24.3% | +25.6% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling