+350.6%
VIAV vs VLTO
+26.2%
+324.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.8% | +12.0% | +11.3% |
| 7D | +11.3% | -1.6% | +12.9% | +11.6% |
| 30D | -1.0% | -2.9% | +1.9% | -0.6% |
| 3M | -20.5% | +12.7% | -33.2% | -24.2% |
| 6M | +39.0% | +1.6% | +37.4% | +38.0% |
| YTD | +117.5% | -4.0% | +121.4% | +121.0% |
| 1Y | +233.8% | -10.2% | +243.9% | +248.9% |
| All | +350.6% | +26.2% | +324.4% | +308.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling