+27.0%
VEA vs VLTO
-9.1%
+36.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | +1.9% | -1.6% | +3.4% | +1.9% |
| 30D | +0.8% | -2.9% | +3.6% | +0.9% |
| 3M | +5.7% | +12.7% | -7.0% | +4.3% |
| 6M | +13.3% | +1.6% | +11.7% | +13.7% |
| YTD | +18.4% | -4.0% | +22.4% | +19.5% |
| 1Y | +27.0% | -10.2% | +37.1% | +30.0% |
| All | +27.0% | -9.1% | +36.1% | +30.0% |
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