+19.5%
VCLT vs VLTO
+26.2%
-6.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.3% | -1.6% | +1.9% | +0.5% |
| 30D | -0.6% | -2.9% | +2.3% | -0.3% |
| 3M | -2.2% | +12.7% | -14.9% | -3.5% |
| 6M | -2.9% | +1.6% | -4.5% | -3.1% |
| YTD | -2.1% | -4.0% | +1.9% | -1.7% |
| 1Y | -2.6% | -10.2% | +7.6% | -1.5% |
| All | +19.5% | +26.2% | -6.7% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling