-39.3%
VG vs VLTO
-5.7%
-33.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +1.7% | -2.3% | +4.0% | +2.0% |
| 30D | +16.0% | -0.9% | +16.9% | +16.0% |
| 3M | +9.7% | +13.8% | -4.1% | +5.3% |
| 6M | +29.6% | +2.0% | +27.6% | +29.4% |
| YTD | +112.0% | -3.2% | +115.2% | +115.3% |
| 1Y | +12.8% | -9.2% | +22.0% | +19.3% |
| All | -39.3% | -5.7% | -33.7% | -46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling