+239.3%
VICR vs VLTO
+26.2%
+213.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.8% |
| 7D | +9.8% | -1.6% | +11.4% | +10.3% |
| 30D | -12.6% | -2.9% | -9.7% | -12.0% |
| 3M | -29.7% | +12.7% | -42.4% | -34.3% |
| 6M | +18.8% | +1.6% | +17.3% | +17.0% |
| YTD | +76.4% | -4.0% | +80.4% | +79.0% |
| 1Y | +282.4% | -10.2% | +292.5% | +302.3% |
| All | +239.3% | +26.2% | +213.2% | +194.3% |
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