+49.5%
VRTX vs VLTO
+73.3%
-23.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -0.4% | +2.0% | -2.5% | -0.9% |
| 30D | +8.0% | +21.8% | -13.8% | +2.7% |
| 3M | +11.0% | +20.2% | -9.2% | +5.8% |
| 6M | +28.2% | +36.3% | -8.2% | +18.5% |
| YTD | +21.5% | +18.8% | +2.7% | +15.9% |
| 1Y | +34.5% | +20.4% | +14.1% | +27.8% |
| 3Y | +49.5% | +71.9% | -22.4% | +32.1% |
| All | +49.5% | +73.3% | -23.8% | +32.1% |
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