-49.1%
TE vs VLTO
+20.2%
-69.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -2.3% |
| 7D | -10.5% | +2.0% | -12.6% | -9.2% |
| 30D | -32.4% | +21.8% | -54.2% | -20.3% |
| 3M | -60.9% | +20.2% | -81.1% | -54.3% |
| 6M | -62.8% | +36.3% | -99.2% | -51.3% |
| YTD | -65.7% | +18.8% | -84.6% | -56.4% |
| All | -49.1% | +20.2% | -69.3% | -33.8% |
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 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