-17.3%
TEM vs VLTO
-8.3%
-9.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.7% |
| 7D | +0.9% | -2.3% | +3.2% | +2.0% |
| 30D | +38.4% | -0.9% | +39.2% | +38.9% |
| 3M | +23.7% | +13.8% | +9.8% | +15.3% |
| 6M | +26.0% | +2.0% | +24.0% | +26.3% |
| YTD | +9.4% | -3.2% | +12.6% | +12.5% |
| 1Y | -17.3% | -9.2% | -8.1% | -7.6% |
| All | -17.3% | -8.3% | -9.0% | -7.6% |
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