+117.3%
USB vs VLTO
+54.1%
+63.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | -1.5% | +12.0% | -13.5% | -5.8% |
| 30D | +4.3% | +20.8% | -16.5% | -3.2% |
| 3M | -6.1% | +20.1% | -26.2% | -12.8% |
| 6M | +9.4% | +32.6% | -23.2% | -3.0% |
| YTD | +15.2% | +17.3% | -2.1% | +7.7% |
| 1Y | +32.8% | +17.3% | +15.5% | +23.9% |
| 3Y | +91.3% | +66.9% | +24.4% | +55.8% |
| All | +117.3% | +54.1% | +63.2% | +80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling