+87.0%
V vs VLTO
+54.1%
+32.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.1% |
| 7D | +2.9% | +12.0% | -9.1% | -1.1% |
| 30D | +14.0% | +20.8% | -6.8% | +6.6% |
| 3M | +14.9% | +20.1% | -5.2% | +7.6% |
| 6M | +31.7% | +32.6% | -0.9% | +19.1% |
| YTD | +21.2% | +17.3% | +3.9% | +13.7% |
| 1Y | +25.3% | +17.3% | +8.0% | +17.4% |
| 3Y | +77.5% | +66.9% | +10.6% | +55.6% |
| All | +87.0% | +54.1% | +32.9% | +65.4% |
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