-82.3%
SPXU vs VLTO
+56.4%
-138.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.7% |
| 7D | -7.6% | +1.0% | -8.6% | -6.8% |
| 30D | +5.3% | +17.5% | -12.1% | +18.4% |
| 3M | +9.6% | +21.4% | -11.8% | +26.8% |
| 6M | -4.5% | +38.1% | -42.7% | +23.1% |
| YTD | -25.9% | +19.0% | -44.9% | -16.3% |
| 1Y | -28.9% | +20.7% | -49.5% | -18.3% |
| 3Y | -80.5% | +64.3% | -144.8% | -70.5% |
| All | -82.3% | +56.4% | -138.7% | -73.8% |
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 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