+13.2%
SYK vs VLTO
+70.6%
-57.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.2% |
| 7D | -5.0% | +1.0% | -6.0% | -5.4% |
| 30D | +9.9% | +17.5% | -7.5% | +2.5% |
| 3M | -8.9% | +21.4% | -30.3% | -16.3% |
| 6M | +3.1% | +38.1% | -35.0% | -10.2% |
| YTD | -11.1% | +19.0% | -30.2% | -18.3% |
| 1Y | -16.2% | +20.7% | -36.8% | -23.3% |
| 3Y | +13.2% | +64.3% | -51.1% | +2.8% |
| All | +13.2% | +70.6% | -57.4% | +2.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling