+49.9%
VG vs VLTO
+17.3%
+32.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.2% |
| 7D | -22.0% | +12.0% | -34.0% | -18.7% |
| 30D | -14.7% | +20.8% | -35.6% | -8.9% |
| 3M | -7.1% | +20.1% | -27.2% | -0.7% |
| 6M | -11.2% | +32.6% | -43.8% | -3.2% |
| YTD | +69.8% | +17.3% | +52.5% | +82.1% |
| 1Y | +49.9% | +17.3% | +32.6% | +61.6% |
| All | +49.9% | +17.3% | +32.5% | +61.6% |
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