+18.4%
U vs VLTO
+18.3%
+0.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.7% |
| 7D | +7.5% | +13.8% | -6.3% | +4.1% |
| 30D | -7.0% | +21.2% | -28.2% | -11.9% |
| 3M | +20.6% | +21.5% | -0.9% | +14.1% |
| 6M | +53.2% | +33.0% | +20.2% | +40.5% |
| YTD | -3.9% | +17.8% | -21.7% | -6.2% |
| 1Y | +18.4% | +18.1% | +0.3% | +14.5% |
| All | +18.4% | +18.3% | +0.1% | +14.5% |
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 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