+83.8%
VEU vs VLTO
+25.1%
+58.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.6% |
| 7D | +0.3% | -2.6% | +2.9% | +0.8% |
| 30D | +0.7% | -2.5% | +3.1% | +1.1% |
| 3M | +4.7% | +10.1% | -5.4% | +2.0% |
| 6M | +11.6% | +1.0% | +10.6% | +11.2% |
| YTD | +16.8% | -4.8% | +21.6% | +17.9% |
| 1Y | +24.9% | -9.3% | +34.2% | +27.7% |
| All | +83.8% | +25.1% | +58.7% | +75.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling