+132.8%
VTRS vs VLTO
+54.8%
+78.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.5% | +4.8% |
| 7D | +4.6% | +5.4% | -0.8% | +2.7% |
| 30D | +13.8% | +22.3% | -8.5% | +6.0% |
| 3M | +23.1% | +19.6% | +3.5% | +15.5% |
| 6M | +26.7% | +35.2% | -8.5% | +13.4% |
| YTD | +63.7% | +17.9% | +45.8% | +53.3% |
| 1Y | +103.9% | +19.5% | +84.4% | +89.5% |
| 3Y | +145.2% | +73.9% | +71.3% | +119.6% |
| All | +132.8% | +54.8% | +78.0% | +109.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling