+26.4%
P vs VLTO
-8.3%
+34.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.2% |
| 7D | +6.5% | -2.3% | +8.8% | +6.2% |
| 30D | +18.8% | -0.9% | +19.7% | +18.7% |
| 3M | +26.7% | +13.8% | +12.9% | +26.1% |
| 6M | +62.2% | +2.0% | +60.2% | +63.3% |
| YTD | +48.5% | -3.2% | +51.7% | +49.3% |
| 1Y | +26.4% | -9.2% | +35.6% | +26.7% |
| All | +26.4% | -8.3% | +34.7% | +26.7% |
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