-12.4%
MDB vs VLTO
+20.2%
-32.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +4.4% |
| 7D | -0.9% | +2.0% | -3.0% | -1.5% |
| 30D | -15.2% | +21.8% | -37.0% | -22.2% |
| 3M | -17.9% | +20.2% | -38.1% | -24.2% |
| 6M | +9.3% | +36.3% | -27.0% | -6.6% |
| YTD | -22.0% | +18.8% | -40.8% | -26.8% |
| All | -12.4% | +20.2% | -32.7% | -17.9% |
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