+67.7%
VO vs VLTO
+55.4%
+12.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.5% |
| 7D | +2.9% | +0.8% | +2.1% | +2.7% |
| 30D | +1.0% | +18.7% | -17.7% | -4.4% |
| 3M | -1.7% | +21.7% | -23.4% | -7.8% |
| 6M | +6.7% | +35.8% | -29.2% | -3.9% |
| YTD | +14.0% | +18.3% | -4.3% | +7.7% |
| 1Y | +13.7% | +20.9% | -7.2% | +6.3% |
| 3Y | +65.8% | +68.8% | -3.0% | +41.7% |
| All | +67.7% | +55.4% | +12.4% | +45.5% |
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