+148.6%
TE vs VLTO
-8.3%
+156.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +0.1% |
| 7D | -4.0% | -2.3% | -1.7% | -5.7% |
| 30D | -15.9% | -0.9% | -15.0% | -16.6% |
| 3M | -60.5% | +13.8% | -74.4% | -56.5% |
| 6M | -35.2% | +2.0% | -37.2% | -29.4% |
| YTD | -31.1% | -3.2% | -27.9% | -26.4% |
| 1Y | +148.6% | -9.2% | +157.8% | +151.2% |
| All | +148.6% | -8.3% | +156.9% | +151.2% |
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