+212.9%
VLO vs VLTO
+27.2%
+185.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.3% |
| 7D | +5.2% | -2.3% | +7.5% | +5.7% |
| 30D | +22.6% | -0.9% | +23.5% | +22.7% |
| 3M | +43.8% | +13.8% | +30.0% | +38.7% |
| 6M | +65.7% | +2.0% | +63.7% | +64.4% |
| YTD | +131.1% | -3.2% | +134.3% | +132.0% |
| 1Y | +143.6% | -9.2% | +152.8% | +149.5% |
| All | +212.9% | +27.2% | +185.7% | +194.6% |
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