+38.9%
S vs VLTO
+69.5%
-30.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.1% | -5.2% | -5.7% |
| 7D | +4.1% | +0.8% | +3.3% | +3.7% |
| 30D | -7.2% | +18.7% | -25.9% | -16.5% |
| 3M | 0.0% | +21.7% | -21.7% | -11.7% |
| 6M | +41.6% | +35.8% | +5.8% | +15.7% |
| YTD | +48.6% | +18.3% | +30.3% | +33.1% |
| 1Y | +30.0% | +20.9% | +9.2% | +14.5% |
| All | +38.9% | +69.5% | -30.6% | -0.8% |
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 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