-17.3%
TLN vs VLTO
+18.3%
-35.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | +0.6% | -9.1% | -8.4% |
| 7D | -6.0% | +13.8% | -19.9% | -3.7% |
| 30D | -1.5% | +21.2% | -22.7% | +1.7% |
| 3M | -3.9% | +21.5% | -25.4% | -0.6% |
| 6M | -15.0% | +33.0% | -48.0% | -12.1% |
| YTD | -12.8% | +17.8% | -30.6% | -6.8% |
| 1Y | -17.3% | +18.1% | -35.4% | -11.4% |
| All | -17.3% | +18.3% | -35.6% | -11.4% |
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