+10.0%
MTCH vs VLTO
+56.3%
-46.3%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.7% | +1.6% | +2.1% | +3.1% |
| 30D | -2.8% | +22.0% | -24.8% | -10.5% |
| 3M | +9.3% | +21.9% | -12.6% | +0.5% |
| 6M | +9.2% | +36.5% | -27.3% | -4.7% |
| YTD | +26.5% | +19.0% | +7.5% | +17.4% |
| 1Y | +22.6% | +21.0% | +1.6% | +12.7% |
| 3Y | +40.8% | +69.9% | -29.1% | +8.1% |
| All | +10.0% | +56.3% | -46.3% | -9.8% |
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