+52.6%
VLTO vs JAAA
+19.2%
+33.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.3% |
| 7D | +5.4% | +0.2% | +5.2% | +4.9% |
| 30D | +22.3% | +0.4% | +21.9% | +20.7% |
| 3M | +19.6% | +1.2% | +18.4% | +15.3% |
| 6M | +35.2% | +2.3% | +32.8% | +25.8% |
| YTD | +17.9% | +3.9% | +14.0% | +4.8% |
| 1Y | +19.5% | +4.8% | +14.7% | +3.4% |
| 3Y | +73.9% | +18.5% | +55.4% | +44.2% |
| All | +52.6% | +19.2% | +33.4% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling