+47.2%
VNQ vs VLTO
+55.4%
-8.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +0.2% | +0.8% | -0.6% | 0.0% |
| 30D | +5.8% | +18.7% | -12.9% | +0.4% |
| 3M | 0.0% | +21.7% | -21.7% | -5.9% |
| 6M | +1.5% | +35.8% | -34.4% | -7.9% |
| YTD | +12.1% | +18.3% | -6.2% | +6.1% |
| 1Y | +10.6% | +20.9% | -10.3% | +3.7% |
| 3Y | +43.5% | +68.8% | -25.3% | +24.2% |
| All | +47.2% | +55.4% | -8.2% | +28.6% |
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 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