+25.3%
VLTO vs VT
+86.5%
-61.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.3% | +0.4% | -2.7% | -2.6% |
| 30D | -0.9% | +1.0% | -1.8% | -1.5% |
| 3M | +13.8% | +2.4% | +11.4% | +11.9% |
| 6M | +2.0% | +12.0% | -10.0% | -6.6% |
| YTD | -3.2% | +15.3% | -18.5% | -13.4% |
| 1Y | -9.2% | +22.6% | -31.8% | -22.8% |
| All | +25.3% | +86.5% | -61.2% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling