+206.5%
VLO vs VLTO
+70.5%
+135.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -9.5% | +1.6% | -11.2% | -9.8% |
| 30D | -19.1% | +22.0% | -41.1% | -22.4% |
| 3M | +11.4% | +21.9% | -10.5% | +6.8% |
| 6M | +46.7% | +36.5% | +10.2% | +36.2% |
| YTD | +118.6% | +19.0% | +99.6% | +110.4% |
| 1Y | +99.9% | +21.0% | +78.9% | +90.8% |
| All | +206.5% | +70.5% | +135.9% | +167.9% |
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