+349.9%
NET vs VLTO
+54.7%
+295.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.6% | -3.2% | -2.8% |
| 7D | -16.4% | +13.8% | -30.2% | -21.3% |
| 30D | -25.8% | +21.2% | -47.0% | -32.5% |
| 3M | -11.5% | +21.5% | -33.0% | -19.7% |
| 6M | +18.9% | +33.0% | -14.1% | +2.6% |
| YTD | +35.2% | +17.8% | +17.4% | +24.1% |
| 1Y | +14.5% | +18.1% | -3.7% | +4.6% |
| 3Y | +313.8% | +67.6% | +246.2% | +189.0% |
| All | +349.9% | +54.7% | +295.2% | +235.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling