+431.2%
VRT vs VLTO
+56.4%
+374.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.3% | -3.8% |
| 7D | +10.5% | +1.0% | +9.5% | +10.2% |
| 30D | -9.3% | +17.5% | -26.8% | -14.2% |
| 3M | -29.6% | +21.4% | -51.0% | -34.3% |
| 6M | -45.4% | +38.1% | -83.5% | -52.6% |
| YTD | +24.8% | +19.0% | +5.8% | +17.4% |
| 1Y | +23.6% | +20.7% | +3.0% | +15.1% |
| 3Y | +379.7% | +64.3% | +315.4% | +282.4% |
| All | +431.2% | +56.4% | +374.8% | +348.7% |
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