+5.5%
TEM vs VLTO
+18.3%
-12.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.5% | +7.5% | +7.8% |
| 7D | +5.3% | +5.4% | -0.1% | +3.5% |
| 30D | +8.1% | +22.3% | -14.2% | -0.3% |
| 3M | +64.9% | +19.6% | +45.3% | +53.3% |
| 6M | +42.1% | +35.2% | +7.0% | +24.8% |
| YTD | +28.8% | +17.9% | +10.9% | +21.9% |
| 1Y | +5.5% | +19.5% | -14.0% | -0.5% |
| All | +5.5% | +18.3% | -12.8% | -0.5% |
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 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