+18.3%
REGN vs VLTO
+56.4%
-38.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | +5.7% | +1.0% | +4.7% | +5.3% |
| 30D | +22.8% | +17.5% | +5.3% | +17.0% |
| 3M | +18.7% | +21.4% | -2.7% | +12.1% |
| 6M | +33.1% | +38.1% | -5.0% | +21.1% |
| YTD | +24.3% | +19.0% | +5.2% | +17.7% |
| 1Y | +38.2% | +20.7% | +17.5% | +30.3% |
| 3Y | +21.1% | +64.3% | -43.2% | +10.5% |
| All | +18.3% | +56.4% | -38.0% | +7.8% |
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