+31.7%
VSH vs VLTO
+73.3%
-41.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +13.2% |
| 7D | +3.5% | +2.0% | +1.4% | +3.0% |
| 30D | -22.4% | +21.8% | -44.2% | -27.1% |
| 3M | -25.2% | +20.2% | -45.4% | -29.5% |
| 6M | -22.5% | +36.3% | -58.9% | -32.9% |
| YTD | +84.2% | +18.8% | +65.4% | +74.1% |
| 1Y | +87.1% | +20.4% | +66.7% | +74.7% |
| 3Y | +31.7% | +71.9% | -40.2% | +15.1% |
| All | +31.7% | +73.3% | -41.6% | +15.1% |
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