+86.8%
V vs VLTO
+56.1%
+30.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -0.8% | +2.0% | -2.8% | -1.5% |
| 30D | +9.5% | +21.8% | -12.3% | +2.1% |
| 3M | +16.7% | +20.2% | -3.5% | +9.3% |
| 6M | +32.9% | +36.3% | -3.4% | +19.0% |
| YTD | +21.1% | +18.8% | +2.3% | +13.1% |
| 1Y | +26.6% | +20.4% | +6.2% | +17.6% |
| 3Y | +78.4% | +71.9% | +6.4% | +55.3% |
| All | +86.8% | +56.1% | +30.7% | +64.5% |
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