-5.7%
TEAM vs VLTO
+21.0%
-26.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -22.2% | +1.6% | -23.8% | -22.8% |
| 30D | -28.1% | +22.0% | -50.1% | -35.8% |
| 3M | -2.2% | +21.9% | -24.0% | -12.5% |
| 6M | +62.2% | +36.5% | +25.7% | +39.7% |
| YTD | -8.4% | +19.0% | -27.3% | -16.7% |
| All | -5.7% | +21.0% | -26.7% | -14.7% |
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 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