-6.3%
VEEV vs VLTO
-9.1%
+2.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.3% |
| 7D | -5.2% | -1.6% | -3.6% | -4.3% |
| 30D | +14.9% | -2.9% | +17.8% | +16.7% |
| 3M | +58.4% | +12.7% | +45.7% | +50.4% |
| 6M | +35.5% | +1.6% | +33.9% | +33.7% |
| YTD | +18.6% | -4.0% | +22.6% | +19.5% |
| 1Y | -6.3% | -10.2% | +3.8% | -3.1% |
| All | -6.3% | -9.1% | +2.8% | -3.1% |
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