+84.2%
VOO vs VLTO
+56.1%
+28.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.1% |
| 7D | +0.1% | +2.0% | -2.0% | -0.4% |
| 30D | -3.3% | +21.8% | -25.1% | -8.1% |
| 3M | -2.4% | +20.2% | -22.6% | -7.0% |
| 6M | +2.6% | +36.3% | -33.7% | -6.0% |
| YTD | +11.3% | +18.8% | -7.6% | +6.3% |
| 1Y | +13.4% | +20.4% | -7.0% | +7.7% |
| 3Y | +80.3% | +71.9% | +8.4% | +59.3% |
| All | +84.2% | +56.1% | +28.0% | +65.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling