+85.3%
TEL vs VLTO
+56.1%
+29.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.8% | +5.4% |
| 7D | +0.6% | +2.0% | -1.5% | -0.1% |
| 30D | +0.2% | +21.8% | -21.6% | -7.0% |
| 3M | +1.5% | +20.2% | -18.7% | -5.4% |
| 6M | +6.9% | +36.3% | -29.4% | -5.6% |
| YTD | -2.8% | +18.8% | -21.6% | -9.2% |
| 1Y | -8.8% | +20.4% | -29.2% | -15.4% |
| 3Y | +84.3% | +71.9% | +12.4% | +54.0% |
| All | +85.3% | +56.1% | +29.2% | +61.9% |
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