-10.6%
UUUU vs VLTO
+56.4%
-67.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -20.8% |
| 3M | -54.8% | +21.4% | -76.2% | -54.8% |
| 6M | -67.3% | +38.1% | -105.5% | -67.6% |
| YTD | -54.7% | +19.0% | -73.7% | -54.5% |
| 1Y | -57.4% | +20.7% | -78.1% | -57.3% |
| 3Y | -19.6% | +64.3% | -83.9% | -23.1% |
| All | -10.6% | +56.4% | -67.0% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling