+9.1%
PSLV vs VLTO
+18.3%
-9.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.6% | +5.4% | +6.0% |
| 7D | -2.6% | +13.8% | -16.5% | -1.8% |
| 30D | -14.2% | +21.2% | -35.3% | -13.5% |
| 3M | -12.2% | +21.5% | -33.7% | -11.6% |
| 6M | -28.1% | +33.0% | -61.1% | -27.5% |
| YTD | -28.2% | +17.8% | -46.0% | -29.0% |
| 1Y | +9.1% | +18.1% | -9.0% | +8.3% |
| All | +9.1% | +18.3% | -9.2% | +8.3% |
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