+207.2%
PSLV vs VLTO
+25.1%
+182.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.3% | +2.5% |
| 7D | +3.3% | -2.6% | +5.9% | +3.6% |
| 30D | +2.1% | -2.5% | +4.6% | +2.3% |
| 3M | +7.1% | +10.1% | -3.0% | +6.0% |
| 6M | -21.6% | +1.0% | -22.6% | -21.6% |
| YTD | -6.7% | -4.8% | -1.9% | -6.6% |
| 1Y | +59.3% | -9.3% | +68.6% | +60.2% |
| All | +207.2% | +25.1% | +182.2% | +206.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling