+65.8%
U vs VLTO
+54.1%
+11.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -0.4% | +15.3% | +15.2% |
| 7D | +24.3% | +12.0% | +12.3% | +15.4% |
| 30D | +8.6% | +20.8% | -12.3% | -4.5% |
| 3M | +37.6% | +20.1% | +17.5% | +21.5% |
| 6M | +78.5% | +32.6% | +45.9% | +46.1% |
| YTD | +10.5% | +17.3% | -6.8% | -1.1% |
| 1Y | +15.2% | +17.3% | -2.1% | +2.6% |
| 3Y | +76.6% | +66.9% | +9.6% | +15.8% |
| All | +65.8% | +54.1% | +11.6% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling