+116.2%
VGT vs VLTO
+56.3%
+59.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -4.1% | +1.6% | -5.8% | -4.5% |
| 30D | -13.6% | +22.0% | -35.6% | -18.0% |
| 3M | -8.0% | +21.9% | -29.9% | -12.7% |
| 6M | -1.5% | +36.5% | -38.0% | -10.5% |
| YTD | +17.7% | +19.0% | -1.3% | +12.6% |
| 1Y | +13.8% | +21.0% | -7.2% | +7.8% |
| 3Y | +101.6% | +69.9% | +31.7% | +76.4% |
| All | +116.2% | +56.3% | +59.9% | +92.4% |
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