+27.7%
V vs VLTO
+21.9%
+5.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.0% |
| 7D | +0.9% | +1.0% | -0.1% | +0.5% |
| 30D | +9.0% | +17.5% | -8.5% | +2.0% |
| 3M | +16.7% | +21.4% | -4.7% | +7.8% |
| 6M | +33.4% | +38.1% | -4.7% | +16.6% |
| YTD | +22.4% | +19.0% | +3.3% | +11.8% |
| 1Y | +27.7% | +20.7% | +7.0% | +16.0% |
| All | +27.7% | +21.9% | +5.8% | +16.0% |
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