-70.9%
SEDG vs VLTO
+26.2%
-97.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +6.9% |
| 7D | +12.1% | -1.6% | +13.7% | +13.0% |
| 30D | +14.7% | -2.9% | +17.6% | +16.5% |
| 3M | -43.0% | +12.7% | -55.7% | -47.6% |
| 6M | +9.0% | +1.6% | +7.5% | +6.7% |
| YTD | +26.3% | -4.0% | +30.2% | +27.7% |
| 1Y | +8.9% | -10.2% | +19.1% | +17.3% |
| All | -70.9% | +26.2% | -97.1% | -78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling