+66.2%
RMD vs VLTO
+55.4%
+10.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.2% | +0.5% |
| 7D | -0.2% | +0.8% | -1.0% | -0.5% |
| 30D | +1.6% | +18.7% | -17.1% | -4.9% |
| 3M | +6.0% | +21.7% | -15.7% | -1.8% |
| 6M | +17.9% | +35.8% | -17.9% | +4.8% |
| YTD | 0.0% | +18.3% | -18.3% | -7.0% |
| 1Y | -4.5% | +20.9% | -25.4% | -12.0% |
| 3Y | +70.8% | +68.8% | +1.9% | +46.6% |
| All | +66.2% | +55.4% | +10.9% | +44.9% |
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