+75.8%
VTV vs VLTO
+25.1%
+50.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -0.7% | -2.6% | +1.9% | 0.0% |
| 30D | -0.5% | -2.5% | +2.0% | +0.1% |
| 3M | +5.3% | +10.1% | -4.8% | +2.3% |
| 6M | +12.9% | +1.0% | +11.9% | +12.3% |
| YTD | +18.5% | -4.8% | +23.3% | +19.8% |
| 1Y | +25.3% | -9.3% | +34.6% | +28.6% |
| All | +75.8% | +25.1% | +50.7% | +67.3% |
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