+63.4%
VIG vs VLTO
+71.8%
-8.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.5% |
| 7D | -1.8% | +5.4% | -7.2% | -3.2% |
| 30D | +2.7% | +22.3% | -19.6% | -3.0% |
| 3M | 0.0% | +19.6% | -19.6% | -5.0% |
| 6M | +6.8% | +35.2% | -28.4% | -2.4% |
| YTD | +12.1% | +17.9% | -5.8% | +6.8% |
| 1Y | +14.8% | +19.5% | -4.7% | +8.8% |
| All | +63.4% | +71.8% | -8.4% | +46.1% |
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