+86.2%
SU vs VLTO
+18.3%
+67.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.4% |
| 7D | -7.1% | +13.8% | -20.9% | -5.6% |
| 30D | +4.8% | +21.2% | -16.4% | +7.2% |
| 3M | +12.5% | +21.5% | -9.0% | +15.2% |
| 6M | +6.5% | +33.0% | -26.5% | +9.8% |
| YTD | +65.8% | +17.8% | +48.0% | +70.5% |
| 1Y | +86.2% | +18.1% | +68.0% | +92.2% |
| All | +86.2% | +18.3% | +67.8% | +92.2% |
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