-30.1%
TAP vs VLTO
+55.4%
-85.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -6.3% | +0.8% | -7.1% | -6.5% |
| 30D | +2.7% | +18.7% | -16.0% | -1.5% |
| 3M | -3.7% | +21.7% | -25.4% | -8.2% |
| 6M | -2.0% | +35.8% | -37.9% | -8.5% |
| YTD | -12.3% | +18.3% | -30.6% | -16.2% |
| 1Y | -10.1% | +20.9% | -31.0% | -14.6% |
| 3Y | -25.3% | +68.8% | -94.1% | -34.0% |
| All | -30.1% | +55.4% | -85.5% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling