+16.7%
U vs VLTO
+20.4%
-3.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +24.4% | +1.6% | +22.7% | +23.9% |
| 30D | +7.4% | +22.0% | -14.6% | +2.0% |
| 3M | +16.8% | +21.9% | -5.1% | +10.9% |
| 6M | +78.8% | +36.5% | +42.3% | +63.8% |
| YTD | +14.0% | +19.0% | -5.0% | +10.6% |
| 1Y | +16.7% | +21.0% | -4.3% | +13.6% |
| All | +16.7% | +20.4% | -3.7% | +13.6% |
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