+143.8%
VTRS vs VLTO
+56.3%
+87.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.6% | +1.7% |
| 7D | +10.2% | +1.6% | +8.6% | +9.6% |
| 30D | +18.2% | +22.0% | -3.8% | +10.2% |
| 3M | +29.0% | +21.9% | +7.1% | +20.2% |
| 6M | +23.2% | +36.5% | -13.3% | +9.9% |
| YTD | +71.4% | +19.0% | +52.4% | +60.1% |
| 1Y | +112.3% | +21.0% | +91.3% | +96.4% |
| 3Y | +157.1% | +69.9% | +87.2% | +130.1% |
| All | +143.8% | +56.3% | +87.5% | +119.1% |
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 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