+74.6%
RVTY vs VLTO
+20.2%
+54.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.4% |
| 7D | +6.0% | +2.0% | +4.0% | +5.5% |
| 30D | +4.3% | +21.8% | -17.5% | -2.0% |
| 3M | +40.2% | +20.2% | +20.0% | +32.1% |
| 6M | +59.3% | +36.3% | +23.0% | +42.7% |
| YTD | +66.5% | +18.8% | +47.7% | +60.4% |
| All | +74.6% | +20.2% | +54.4% | +66.4% |
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