+43.4%
VNQ vs VLTO
+24.3%
+19.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -1.3% | -2.3% | +1.0% | -0.6% |
| 30D | -2.6% | -2.7% | +0.1% | -1.8% |
| 3M | -2.0% | +14.0% | -16.1% | -6.1% |
| 6M | +4.3% | +3.3% | +1.0% | +3.0% |
| YTD | +9.2% | -5.4% | +14.6% | +10.8% |
| 1Y | +5.6% | -13.3% | +18.9% | +10.5% |
| All | +43.4% | +24.3% | +19.2% | +34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling