+22.3%
TMUS vs VLTO
+54.1%
-31.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +9.0% | +12.0% | -3.0% | +6.7% |
| 30D | -3.2% | +20.8% | -24.1% | -6.5% |
| 3M | -6.9% | +20.1% | -27.0% | -10.0% |
| 6M | -16.4% | +32.6% | -49.0% | -20.3% |
| YTD | -19.6% | +17.3% | -36.9% | -22.2% |
| 1Y | -19.9% | +17.3% | -37.2% | -22.5% |
| 3Y | +14.5% | +66.9% | -52.4% | +5.2% |
| All | +22.3% | +54.1% | -31.8% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling