+44.6%
VSH vs VLTO
+71.3%
-26.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.6% |
| 7D | +12.8% | +1.5% | +11.3% | +12.4% |
| 30D | -9.0% | +20.9% | -30.0% | -14.3% |
| 3M | -12.2% | +21.4% | -33.6% | -17.6% |
| 6M | -15.9% | +37.6% | -53.5% | -27.6% |
| YTD | +103.2% | +19.5% | +83.7% | +91.6% |
| 1Y | +108.4% | +22.0% | +86.4% | +93.0% |
| All | +44.6% | +71.3% | -26.8% | +23.1% |
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