+32.8%
NET vs VLTO
-8.3%
+41.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.5% |
| 7D | -7.0% | -2.3% | -4.7% | -6.4% |
| 30D | -4.8% | -0.9% | -3.9% | -4.6% |
| 3M | +3.8% | +13.8% | -10.0% | -1.4% |
| 6M | +50.0% | +2.0% | +48.0% | +46.7% |
| YTD | +41.5% | -3.2% | +44.7% | +38.4% |
| 1Y | +32.8% | -9.2% | +42.0% | +30.1% |
| All | +32.8% | -8.3% | +41.1% | +30.1% |
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