+18.8%
VCLT vs VLTO
+54.8%
-36.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.5% | -0.1% |
| 7D | +0.3% | +5.4% | -5.1% | -0.3% |
| 30D | +3.7% | +22.3% | -18.7% | +1.5% |
| 3M | -1.0% | +19.6% | -20.6% | -2.8% |
| 6M | -3.4% | +35.2% | -38.5% | -6.4% |
| YTD | -2.6% | +17.9% | -20.5% | -4.3% |
| 1Y | -3.3% | +19.5% | -22.8% | -5.2% |
| 3Y | +17.3% | +73.9% | -56.6% | +12.1% |
| All | +18.8% | +54.8% | -36.0% | +12.6% |
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 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