+74.9%
U vs VLTO
+54.8%
+20.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.2% |
| 7D | +36.6% | +5.4% | +31.2% | +32.2% |
| 30D | +13.3% | +22.3% | -9.0% | -1.0% |
| 3M | +26.2% | +19.6% | +6.6% | +11.7% |
| 6M | +88.7% | +35.2% | +53.6% | +52.4% |
| YTD | +16.6% | +17.9% | -1.3% | +4.1% |
| 1Y | +29.0% | +19.5% | +9.4% | +13.1% |
| 3Y | +99.5% | +73.9% | +25.6% | +26.6% |
| All | +74.9% | +54.8% | +20.1% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling