+322.4%
NET vs VLTO
+69.4%
+253.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.8% |
| 7D | -16.4% | +13.8% | -30.2% | -20.9% |
| 30D | -25.8% | +21.2% | -47.0% | -32.0% |
| 3M | -11.5% | +21.5% | -33.0% | -19.1% |
| 6M | +18.9% | +33.0% | -14.1% | +3.7% |
| YTD | +35.2% | +17.8% | +17.4% | +24.9% |
| 1Y | +14.5% | +18.1% | -3.7% | +5.4% |
| All | +322.4% | +69.4% | +253.0% | +216.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling