+100.1%
TEM vs VLTO
+19.2%
+80.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.7% |
| 7D | +3.5% | +1.6% | +1.9% | +2.4% |
| 30D | +13.5% | +22.0% | -8.4% | -2.7% |
| 3M | +46.3% | +21.9% | +24.4% | +25.7% |
| 6M | +61.5% | +36.5% | +25.0% | +24.5% |
| YTD | +36.4% | +19.0% | +17.4% | +19.7% |
| 1Y | +12.2% | +21.0% | -8.8% | -3.9% |
| All | +100.1% | +19.2% | +80.9% | +80.5% |
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 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