-9.5%
VMC vs VLTO
-8.3%
-1.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.4% |
| 7D | -4.3% | -2.3% | -2.0% | -3.6% |
| 30D | -8.2% | -0.9% | -7.4% | -8.0% |
| 3M | -7.0% | +13.8% | -20.9% | -9.9% |
| 6M | -10.8% | +2.0% | -12.8% | -12.0% |
| YTD | -7.4% | -3.2% | -4.2% | -7.8% |
| 1Y | -9.5% | -9.2% | -0.3% | -6.6% |
| All | -9.5% | -8.3% | -1.2% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling