+96.6%
USB vs VLTO
+69.4%
+27.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +2.4% | +13.8% | -11.4% | -2.6% |
| 30D | +6.6% | +21.2% | -14.6% | -1.1% |
| 3M | -4.1% | +21.5% | -25.6% | -11.2% |
| 6M | +12.5% | +33.0% | -20.5% | -0.2% |
| YTD | +17.6% | +17.8% | -0.2% | +10.1% |
| 1Y | +36.5% | +18.1% | +18.4% | +27.3% |
| All | +96.6% | +69.4% | +27.2% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling