+65.5%
T vs VLTO
+70.6%
-5.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | +2.5% | +1.0% | +1.6% | +2.4% |
| 30D | -3.8% | +17.5% | -21.2% | -5.4% |
| 3M | -8.7% | +21.4% | -30.1% | -10.6% |
| 6M | -8.1% | +38.1% | -46.2% | -10.7% |
| YTD | -6.4% | +19.0% | -25.5% | -8.0% |
| 1Y | -9.8% | +20.7% | -30.4% | -11.4% |
| 3Y | +65.5% | +64.3% | +1.2% | +61.7% |
| All | +65.5% | +70.6% | -5.1% | +61.7% |
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