-26.3%
SPXU vs VLTO
+20.4%
-46.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.1% | +0.9% |
| 7D | -9.4% | +0.8% | -10.2% | -9.2% |
| 30D | +7.4% | +18.7% | -11.2% | +10.4% |
| 3M | +6.2% | +21.7% | -15.5% | +10.0% |
| 6M | -7.2% | +35.8% | -43.1% | -0.6% |
| YTD | -26.8% | +18.3% | -45.0% | -25.9% |
| 1Y | -26.3% | +20.9% | -47.2% | -24.9% |
| All | -26.3% | +20.4% | -46.7% | -24.9% |
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