+297.0%
MXL vs VLTO
+18.3%
+278.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +0.6% | -11.7% | -10.6% |
| 7D | -24.3% | +13.8% | -38.2% | -15.5% |
| 30D | -46.1% | +21.2% | -67.3% | -36.9% |
| 3M | -21.8% | +21.5% | -43.3% | -7.8% |
| 6M | -27.2% | +33.0% | -60.2% | -12.0% |
| YTD | +226.2% | +17.8% | +208.4% | +303.0% |
| 1Y | +297.0% | +18.1% | +278.9% | +388.4% |
| All | +297.0% | +18.3% | +278.7% | +388.4% |
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