+51.8%
VG vs VLTO
+18.3%
+33.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +0.6% | -8.3% | -7.5% |
| 7D | -16.4% | +13.8% | -30.2% | -12.4% |
| 30D | -10.8% | +21.2% | -32.0% | -4.6% |
| 3M | -6.3% | +21.5% | -27.8% | +0.5% |
| 6M | -12.5% | +33.0% | -45.5% | -4.5% |
| YTD | +76.9% | +17.8% | +59.1% | +89.9% |
| 1Y | +51.8% | +18.1% | +33.7% | +64.0% |
| All | +51.8% | +18.3% | +33.5% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling