+9.2%
TT vs VLTO
-8.3%
+17.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.7% |
| 7D | -0.2% | -2.3% | +2.0% | 0.0% |
| 30D | -7.4% | -0.9% | -6.5% | -7.3% |
| 3M | -3.2% | +13.8% | -17.0% | -4.7% |
| 6M | +1.1% | +2.0% | -0.9% | +0.9% |
| YTD | +15.6% | -3.2% | +18.8% | +15.9% |
| 1Y | +9.2% | -9.2% | +18.3% | +10.6% |
| All | +9.2% | -8.3% | +17.5% | +10.6% |
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