+15.1%
PCOR vs VLTO
+54.1%
-39.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +23.7% | +12.0% | +11.7% | +15.1% |
| 30D | +39.0% | +20.8% | +18.2% | +23.2% |
| 3M | +35.8% | +20.1% | +15.6% | +20.9% |
| 6M | +38.2% | +32.6% | +5.6% | +15.5% |
| YTD | +3.9% | +17.3% | -13.4% | -6.6% |
| 1Y | +5.7% | +17.3% | -11.6% | -5.3% |
| 3Y | +44.8% | +66.9% | -22.1% | +16.0% |
| All | +15.1% | +54.1% | -39.1% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling