+74.6%
VEA vs VLTO
+54.8%
+19.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -2.2% | +5.4% | -7.6% | -3.2% |
| 30D | -3.4% | +22.3% | -25.7% | -7.3% |
| 3M | -5.6% | +19.6% | -25.2% | -9.1% |
| 6M | -3.4% | +35.2% | -38.6% | -10.0% |
| YTD | +9.7% | +17.9% | -8.1% | +6.0% |
| 1Y | +15.4% | +19.5% | -4.2% | +10.8% |
| 3Y | +68.5% | +73.9% | -5.4% | +50.7% |
| All | +74.6% | +54.8% | +19.8% | +59.0% |
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 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