+21.0%
RL vs VLTO
+21.0%
0.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.1% | +0.2% |
| 7D | +1.3% | +1.6% | -0.3% | +0.9% |
| 30D | +7.6% | +22.0% | -14.3% | +2.3% |
| 3M | -1.5% | +21.9% | -23.4% | -6.4% |
| 6M | +12.1% | +36.5% | -24.4% | +2.4% |
| YTD | +13.9% | +19.0% | -5.1% | +9.0% |
| All | +21.0% | +21.0% | 0.0% | +14.6% |
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