+303.5%
MXL vs VLTO
-8.3%
+311.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +4.8% |
| 7D | +1.6% | -2.3% | +3.9% | +0.6% |
| 30D | -7.0% | -0.9% | -6.1% | -7.1% |
| 3M | -33.4% | +13.8% | -47.2% | -33.7% |
| 6M | +260.2% | +2.0% | +258.2% | +267.3% |
| YTD | +260.0% | -3.2% | +263.1% | +275.3% |
| 1Y | +303.5% | -9.2% | +312.6% | +329.9% |
| All | +303.5% | -8.3% | +311.8% | +329.9% |
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