+61.4%
VO vs VLTO
+69.5%
-8.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | -2.6% | +5.4% | -7.9% | -4.2% |
| 30D | -0.9% | +22.3% | -23.3% | -7.3% |
| 3M | -3.0% | +19.6% | -22.6% | -8.6% |
| 6M | +2.2% | +35.2% | -33.0% | -8.1% |
| YTD | +10.6% | +17.9% | -7.3% | +4.6% |
| 1Y | +12.5% | +19.5% | -7.0% | +5.6% |
| 3Y | +61.4% | +73.9% | -12.5% | +39.6% |
| All | +61.4% | +69.5% | -8.1% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling