-23.2%
ON vs VLTO
+56.1%
-79.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.8% | +8.3% | +8.9% |
| 7D | -1.4% | +2.0% | -3.5% | -2.1% |
| 30D | -10.9% | +21.8% | -32.7% | -17.2% |
| 3M | -14.9% | +20.2% | -35.1% | -20.6% |
| 6M | -33.0% | +36.3% | -69.4% | -42.0% |
| YTD | +27.6% | +18.8% | +8.8% | +19.2% |
| 1Y | +44.5% | +20.4% | +24.1% | +33.3% |
| 3Y | +7.4% | +71.9% | -64.5% | -15.8% |
| All | -23.2% | +56.1% | -79.3% | -38.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling