+74.6%
VEU vs VLTO
+56.3%
+18.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +0.5% | +1.6% | -1.1% | +0.2% |
| 30D | -2.3% | +22.0% | -24.2% | -6.1% |
| 3M | -4.4% | +21.9% | -26.3% | -8.1% |
| 6M | -2.2% | +36.5% | -38.7% | -8.7% |
| YTD | +10.9% | +19.0% | -8.0% | +7.1% |
| 1Y | +13.4% | +21.0% | -7.6% | +8.8% |
| 3Y | +69.7% | +69.9% | -0.2% | +52.8% |
| All | +74.6% | +56.3% | +18.3% | +59.3% |
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