+36.7%
VTR vs VLTO
-8.3%
+45.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.7% |
| 7D | -1.7% | -2.3% | +0.6% | -1.3% |
| 30D | -2.4% | -0.9% | -1.6% | -2.3% |
| 3M | +14.8% | +13.8% | +1.0% | +12.8% |
| 6M | +5.3% | +2.0% | +3.3% | +4.9% |
| YTD | +18.1% | -3.2% | +21.3% | +18.4% |
| 1Y | +36.7% | -9.2% | +45.9% | +40.5% |
| All | +36.7% | -8.3% | +45.0% | +40.5% |
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 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