+62.9%
TMO vs VLTO
+70.5%
-7.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +2.8% | +1.6% | +1.2% | +2.1% |
| 30D | +9.1% | +22.0% | -12.8% | -1.2% |
| 3M | +19.9% | +21.9% | -2.0% | +8.5% |
| 6M | +54.7% | +36.5% | +18.2% | +31.6% |
| YTD | +24.3% | +19.0% | +5.3% | +13.5% |
| 1Y | +25.0% | +21.0% | +4.1% | +12.9% |
| All | +62.9% | +70.5% | -7.6% | +34.1% |
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