+82.8%
RVTY vs VLTO
+69.5%
+13.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.4% | +2.6% |
| 7D | -1.2% | +5.4% | -6.6% | -3.9% |
| 30D | +1.0% | +22.3% | -21.3% | -9.7% |
| 3M | +35.8% | +19.6% | +16.2% | +22.8% |
| 6M | +56.7% | +35.2% | +21.5% | +31.3% |
| YTD | +60.7% | +17.9% | +42.9% | +46.3% |
| 1Y | +73.7% | +19.5% | +54.2% | +56.4% |
| 3Y | +82.8% | +73.9% | +8.8% | +52.4% |
| All | +82.8% | +69.5% | +13.3% | +52.4% |
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 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