+52.8%
VEEV vs VLTO
+56.1%
-3.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.5% |
| 7D | -0.2% | +2.0% | -2.2% | -1.1% |
| 30D | +3.5% | +21.8% | -18.3% | -5.6% |
| 3M | +32.9% | +20.2% | +12.7% | +21.9% |
| 6M | +84.2% | +36.3% | +47.9% | +60.0% |
| YTD | +37.3% | +18.8% | +18.4% | +26.1% |
| 1Y | +3.9% | +20.4% | -16.5% | -5.2% |
| 3Y | +83.9% | +71.9% | +12.0% | +53.7% |
| All | +52.8% | +56.1% | -3.3% | +29.0% |
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 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