+23.1%
Q vs VLTO
+12.6%
+10.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.9% | +6.3% |
| 7D | +0.3% | +5.4% | -5.1% | +0.4% |
| 30D | -9.8% | +22.3% | -32.1% | -10.6% |
| 3M | -12.2% | +19.6% | -31.8% | -12.6% |
| 6M | -21.6% | +35.2% | -56.8% | -26.1% |
| YTD | +43.6% | +17.9% | +25.7% | +49.3% |
| 1Y | +25.7% | +19.5% | +6.2% | +27.8% |
| All | +23.1% | +12.6% | +10.5% | +28.5% |
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