+16.1%
VIG vs VLTO
-8.3%
+24.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.2% |
| 7D | -0.4% | -2.3% | +1.9% | -0.1% |
| 30D | -1.0% | -0.9% | -0.1% | -0.9% |
| 3M | +2.8% | +13.8% | -11.1% | +0.7% |
| 6M | +8.2% | +2.0% | +6.2% | +7.9% |
| YTD | +11.0% | -3.2% | +14.2% | +11.7% |
| 1Y | +16.1% | -9.2% | +25.3% | +18.4% |
| All | +16.1% | -8.3% | +24.4% | +18.4% |
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