+92.9%
VTRS vs VLTO
+25.1%
+67.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.4% |
| 7D | -3.5% | -2.6% | -0.9% | -2.6% |
| 30D | +2.1% | -2.5% | +4.6% | +2.9% |
| 3M | +2.6% | +10.1% | -7.5% | -1.2% |
| 6M | +17.8% | +1.0% | +16.8% | +16.8% |
| YTD | +35.7% | -4.8% | +40.4% | +37.0% |
| 1Y | +63.5% | -9.3% | +72.8% | +68.2% |
| All | +92.9% | +25.1% | +67.9% | +87.6% |
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