+83.1%
VTI vs VLTO
+56.4%
+26.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.6% |
| 7D | +2.5% | +1.0% | +1.5% | +2.3% |
| 30D | -1.5% | +17.5% | -19.0% | -5.8% |
| 3M | -3.2% | +21.4% | -24.6% | -8.3% |
| 6M | +2.3% | +38.1% | -35.8% | -7.2% |
| YTD | +11.6% | +19.0% | -7.4% | +6.2% |
| 1Y | +13.8% | +20.7% | -6.9% | +7.5% |
| 3Y | +77.4% | +64.3% | +13.1% | +56.2% |
| All | +83.1% | +56.4% | +26.8% | +62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling