-17.7%
TRI vs VLTO
+21.0%
-38.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -1.6% | +1.6% | -3.2% | -3.1% |
| 30D | +5.0% | +22.0% | -16.9% | -13.4% |
| 3M | +4.6% | +21.9% | -17.3% | -13.6% |
| 6M | +18.3% | +36.5% | -18.2% | -10.5% |
| YTD | -14.7% | +19.0% | -33.7% | -28.0% |
| All | -17.7% | +21.0% | -38.7% | -31.2% |
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