+85.8%
TT vs VLTO
+68.7%
+17.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | -9.0% | +12.0% | -21.0% | -11.9% |
| 30D | -17.6% | +20.8% | -38.5% | -22.2% |
| 3M | -18.7% | +20.1% | -38.8% | -23.1% |
| 6M | -17.4% | +32.6% | -50.0% | -24.9% |
| YTD | +1.5% | +17.3% | -15.8% | -3.4% |
| 1Y | -9.4% | +17.3% | -26.7% | -13.9% |
| All | +85.8% | +68.7% | +17.1% | +63.4% |
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