+352.6%
MULL vs VLTO
+21.7%
+330.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.0% | +0.5% | +23.5% | +24.6% |
| 7D | -2.5% | +1.5% | -4.0% | -1.3% |
| 30D | -40.1% | +20.9% | -61.0% | -23.6% |
| 3M | -28.2% | +21.4% | -49.6% | -7.5% |
| 6M | -39.6% | +37.6% | -77.2% | -16.1% |
| YTD | +262.6% | +19.5% | +243.1% | +457.6% |
| All | +352.6% | +21.7% | +330.8% | +610.5% |
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