+51.1%
NEM vs VLTO
+18.3%
+32.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.6% | +9.3% | +9.9% |
| 7D | +3.7% | +13.8% | -10.2% | +3.4% |
| 30D | +2.0% | +21.2% | -19.2% | +1.1% |
| 3M | +21.1% | +21.5% | -0.4% | +20.1% |
| 6M | +9.5% | +33.0% | -23.5% | +7.8% |
| YTD | +19.1% | +17.8% | +1.3% | +16.4% |
| 1Y | +51.1% | +18.1% | +33.0% | +48.6% |
| All | +51.1% | +18.3% | +32.8% | +48.6% |
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