+86.0%
VEU vs VLTO
+27.2%
+58.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.9% |
| 7D | +1.1% | -2.3% | +3.4% | +1.6% |
| 30D | +2.2% | -0.9% | +3.1% | +2.3% |
| 3M | +3.0% | +13.8% | -10.8% | -0.4% |
| 6M | +10.9% | +2.0% | +8.9% | +10.2% |
| YTD | +18.2% | -3.2% | +21.4% | +18.9% |
| 1Y | +28.3% | -9.2% | +37.4% | +31.3% |
| All | +86.0% | +27.2% | +58.8% | +76.8% |
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