+14.5%
NET vs VLTO
+18.3%
-3.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.7% |
| 7D | -16.4% | +13.8% | -30.2% | -18.5% |
| 30D | -25.8% | +21.2% | -47.0% | -29.5% |
| 3M | -11.5% | +21.5% | -33.0% | -16.1% |
| 6M | +18.9% | +33.0% | -14.1% | +8.0% |
| YTD | +35.2% | +17.8% | +17.4% | +27.3% |
| 1Y | +14.5% | +18.1% | -3.7% | +7.7% |
| All | +14.5% | +18.3% | -3.8% | +7.7% |
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