+150.4%
TKO vs VLTO
+70.6%
+79.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.5% |
| 7D | +2.3% | +1.0% | +1.3% | +2.0% |
| 30D | +13.4% | +17.5% | -4.1% | +7.1% |
| 3M | -1.7% | +21.4% | -23.1% | -8.3% |
| 6M | +7.2% | +38.1% | -30.9% | -4.7% |
| YTD | -5.4% | +19.0% | -24.4% | -11.3% |
| 1Y | +8.7% | +20.7% | -12.0% | +1.2% |
| 3Y | +150.4% | +64.3% | +86.2% | +122.9% |
| All | +150.4% | +70.6% | +79.8% | +122.9% |
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 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