+63.4%
VSH vs VLTO
+18.3%
+45.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.6% | -5.7% | -4.8% |
| 7D | -13.6% | +13.8% | -27.5% | -7.6% |
| 30D | -30.4% | +21.2% | -51.5% | -23.6% |
| 3M | -33.3% | +21.5% | -54.8% | -26.6% |
| 6M | -15.1% | +33.0% | -48.1% | -6.9% |
| YTD | +80.2% | +17.8% | +62.4% | +107.9% |
| 1Y | +63.4% | +18.1% | +45.2% | +87.5% |
| All | +63.4% | +18.3% | +45.1% | +87.5% |
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