+27.3%
V vs VLTO
+20.4%
+7.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | +0.6% | +1.6% | -1.0% | 0.0% |
| 30D | +9.7% | +22.0% | -12.2% | +1.2% |
| 3M | +17.3% | +21.9% | -4.6% | +8.2% |
| 6M | +33.2% | +36.5% | -3.3% | +17.2% |
| YTD | +21.3% | +19.0% | +2.4% | +10.8% |
| 1Y | +27.3% | +21.0% | +6.4% | +15.6% |
| All | +27.3% | +20.4% | +7.0% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling