-3.5%
TEAM vs VLTO
+54.1%
-57.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.3% |
| 7D | -10.2% | +12.0% | -22.2% | -15.3% |
| 30D | -5.5% | +20.8% | -26.4% | -14.4% |
| 3M | +61.7% | +20.1% | +41.6% | +47.2% |
| 6M | +98.5% | +32.6% | +65.9% | +73.0% |
| YTD | +13.0% | +17.3% | -4.3% | +4.1% |
| 1Y | +13.5% | +17.3% | -3.8% | +4.4% |
| 3Y | +3.6% | +66.9% | -63.3% | -18.8% |
| All | -3.5% | +54.1% | -57.6% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling