-19.6%
UUUU vs VLTO
+70.6%
-90.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.3% |
| 7D | -1.1% | +1.0% | -2.0% | -1.0% |
| 30D | -21.0% | +17.5% | -38.5% | -20.5% |
| 3M | -54.8% | +21.4% | -76.2% | -54.6% |
| 6M | -67.3% | +38.1% | -105.5% | -67.4% |
| YTD | -54.7% | +19.0% | -73.7% | -54.2% |
| 1Y | -57.4% | +20.7% | -78.1% | -57.1% |
| 3Y | -19.6% | +64.3% | -83.9% | -21.2% |
| All | -19.6% | +70.6% | -90.2% | -21.2% |
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