+235.2%
VIAV vs VLTO
-10.6%
+245.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +2.0% | +0.8% |
| 7D | +13.6% | -2.6% | +16.1% | +12.5% |
| 30D | +5.3% | -2.5% | +7.8% | +4.5% |
| 3M | -15.6% | +10.1% | -25.7% | -14.6% |
| 6M | +34.0% | +1.0% | +33.0% | +39.9% |
| YTD | +119.9% | -4.8% | +124.7% | +134.9% |
| 1Y | +235.2% | -9.3% | +244.5% | +264.4% |
| All | +235.2% | -10.6% | +245.7% | +264.4% |
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 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