+111.2%
VSH vs VLTO
-8.4%
+119.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +4.1% |
| 7D | +4.1% | -2.3% | +6.3% | +3.6% |
| 30D | -4.2% | -0.9% | -3.3% | -4.2% |
| 3M | -50.0% | +13.8% | -63.8% | -51.2% |
| 6M | +80.2% | +2.0% | +78.2% | +83.2% |
| YTD | +121.1% | -3.2% | +124.3% | +131.0% |
| All | +111.2% | -8.4% | +119.6% | +132.3% |
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