+37.2%
VEEV vs VLTO
+27.2%
+10.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -2.5% |
| 7D | -0.6% | -2.3% | +1.7% | +0.5% |
| 30D | +28.8% | -0.9% | +29.7% | +29.4% |
| 3M | +54.0% | +13.8% | +40.2% | +45.8% |
| 6M | +46.0% | +2.0% | +43.9% | +44.5% |
| YTD | +23.2% | -3.2% | +26.4% | +24.6% |
| 1Y | +1.9% | -9.2% | +11.0% | +5.5% |
| All | +37.2% | +27.2% | +10.0% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling