+75.8%
VEU vs VLTO
+56.1%
+19.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.6% |
| 7D | +0.8% | +2.0% | -1.3% | +0.4% |
| 30D | -1.6% | +21.8% | -23.4% | -5.4% |
| 3M | -4.2% | +20.2% | -24.4% | -7.7% |
| 6M | -1.5% | +36.3% | -37.8% | -8.0% |
| YTD | +11.7% | +18.8% | -7.1% | +7.9% |
| 1Y | +15.6% | +20.4% | -4.8% | +11.1% |
| 3Y | +71.7% | +71.9% | -0.2% | +54.4% |
| All | +75.8% | +56.1% | +19.7% | +60.4% |
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