-57.3%
STLA vs VLTO
+20.2%
-77.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.4% |
| 7D | -6.4% | +2.0% | -8.4% | -6.7% |
| 30D | -1.3% | +21.8% | -23.1% | -5.5% |
| 3M | -19.9% | +20.2% | -40.1% | -23.2% |
| 6M | -42.9% | +36.3% | -79.2% | -45.9% |
| YTD | -59.4% | +18.8% | -78.2% | -59.9% |
| All | -57.3% | +20.2% | -77.6% | -58.5% |
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