+307.9%
VST vs VLTO
+54.8%
+253.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +0.5% | +10.1% | +10.4% |
| 7D | -9.8% | +5.4% | -15.2% | -11.0% |
| 30D | -25.1% | +22.3% | -47.5% | -29.2% |
| 3M | -11.6% | +19.6% | -31.2% | -15.9% |
| 6M | -20.9% | +35.2% | -56.1% | -28.5% |
| YTD | -22.3% | +17.9% | -40.2% | -25.5% |
| 1Y | -32.0% | +19.5% | -51.5% | -35.5% |
| 3Y | +262.4% | +73.9% | +188.5% | +234.7% |
| All | +307.9% | +54.8% | +253.0% | +277.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling