-8.5%
UUUU vs VLTO
+56.3%
-64.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.1% | -7.9% | -7.8% |
| 7D | -6.9% | +1.6% | -8.5% | -6.9% |
| 30D | -32.3% | +22.0% | -54.3% | -32.3% |
| 3M | -52.8% | +21.9% | -74.7% | -52.8% |
| 6M | -68.5% | +36.5% | -105.0% | -68.7% |
| YTD | -53.6% | +19.0% | -72.6% | -53.4% |
| 1Y | -59.1% | +21.0% | -80.1% | -59.0% |
| 3Y | -14.7% | +69.9% | -84.6% | -18.9% |
| All | -8.5% | +56.3% | -64.9% | -12.8% |
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