+637.2%
VRT vs VLTO
+27.2%
+610.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +5.0% |
| 7D | +9.1% | -2.3% | +11.4% | +10.1% |
| 30D | +0.9% | -0.9% | +1.8% | +1.1% |
| 3M | -13.4% | +13.8% | -27.2% | -19.5% |
| 6M | +11.7% | +2.0% | +9.7% | +10.1% |
| YTD | +73.2% | -3.2% | +76.4% | +75.3% |
| 1Y | +123.4% | -9.2% | +132.6% | +134.1% |
| All | +637.2% | +27.2% | +610.0% | +569.9% |
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