+171.9%
TNA vs VLTO
+26.2%
+145.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.4% |
| 7D | +4.1% | -1.6% | +5.6% | +5.9% |
| 30D | -7.6% | -2.9% | -4.8% | -4.7% |
| 3M | +8.1% | +12.7% | -4.6% | -8.6% |
| 6M | +49.0% | +1.6% | +47.4% | +42.8% |
| YTD | +51.7% | -4.0% | +55.7% | +56.1% |
| 1Y | +59.6% | -10.2% | +69.8% | +80.4% |
| All | +171.9% | +26.2% | +145.7% | +118.1% |
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