+81.0%
TEL vs VLTO
+70.6%
+10.4%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.9% |
| 7D | +4.5% | +1.0% | +3.5% | +4.1% |
| 30D | +2.9% | +17.5% | -14.6% | -3.3% |
| 3M | +1.1% | +21.4% | -20.3% | -6.3% |
| 6M | +5.0% | +38.1% | -33.1% | -8.3% |
| YTD | -3.9% | +19.0% | -22.9% | -10.4% |
| 1Y | -7.4% | +20.7% | -28.1% | -14.4% |
| 3Y | +81.0% | +64.3% | +16.7% | +56.2% |
| All | +81.0% | +70.6% | +10.4% | +56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling