-10.7%
TEL vs VLTO
+20.2%
-31.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +5.5% |
| 7D | +0.6% | +2.0% | -1.5% | +0.1% |
| 30D | +0.2% | +21.8% | -21.6% | -4.8% |
| 3M | +1.5% | +20.2% | -18.7% | -3.1% |
| 6M | +6.9% | +36.3% | -29.4% | -2.6% |
| YTD | -2.8% | +18.8% | -21.6% | -6.7% |
| All | -10.7% | +20.2% | -31.0% | -14.6% |
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