+95.7%
TT vs VLTO
+73.3%
+22.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.5% |
| 7D | +1.7% | +2.0% | -0.3% | +1.2% |
| 30D | -11.8% | +21.8% | -33.6% | -16.9% |
| 3M | -12.6% | +20.2% | -32.8% | -17.3% |
| 6M | -9.4% | +36.3% | -45.7% | -18.2% |
| YTD | +8.8% | +18.8% | -10.0% | +3.2% |
| 1Y | -2.5% | +20.4% | -22.9% | -8.3% |
| 3Y | +95.7% | +71.9% | +23.7% | +72.5% |
| All | +95.7% | +73.3% | +22.4% | +72.5% |
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