-20.9%
VST vs VLTO
-8.3%
-12.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +3.3% |
| 7D | +8.9% | -2.3% | +11.2% | +8.6% |
| 30D | +6.2% | -0.9% | +7.1% | +6.1% |
| 3M | -2.7% | +13.8% | -16.5% | -3.0% |
| 6M | -8.4% | +2.0% | -10.4% | -7.2% |
| YTD | -7.2% | -3.2% | -4.0% | -6.1% |
| 1Y | -20.9% | -9.2% | -11.7% | -21.2% |
| All | -20.9% | -8.3% | -12.6% | -21.2% |
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