+310.0%
VIAV vs VLTO
+73.3%
+236.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +0.8% | +11.5% | +12.3% |
| 7D | +15.0% | +2.0% | +13.0% | +15.1% |
| 30D | -29.7% | +21.8% | -51.5% | -30.1% |
| 3M | -18.3% | +20.2% | -38.5% | -18.7% |
| 6M | -37.6% | +36.3% | -73.9% | -40.3% |
| YTD | +79.5% | +18.8% | +60.6% | +81.5% |
| 1Y | +79.6% | +20.4% | +59.2% | +80.1% |
| 3Y | +310.0% | +71.9% | +238.1% | +271.7% |
| All | +310.0% | +73.3% | +236.7% | +271.7% |
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