+13.8%
VRT vs VLTO
+18.3%
-4.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.6% | -13.5% | -12.7% |
| 7D | -15.4% | +13.8% | -29.2% | -12.6% |
| 30D | -19.0% | +21.2% | -40.1% | -15.6% |
| 3M | -23.8% | +21.5% | -45.3% | -20.6% |
| 6M | -37.9% | +33.0% | -70.9% | -34.8% |
| YTD | +27.0% | +17.8% | +9.2% | +37.4% |
| 1Y | +13.8% | +18.1% | -4.3% | +23.3% |
| All | +13.8% | +18.3% | -4.5% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling