+24.9%
VTV vs VLTO
+21.9%
+3.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | +2.9% | +1.0% | +1.9% | +2.8% |
| 30D | +3.8% | +17.5% | -13.7% | +2.0% |
| 3M | +1.6% | +21.4% | -19.8% | -0.6% |
| 6M | +11.2% | +38.1% | -26.9% | +7.1% |
| YTD | +22.0% | +19.0% | +3.0% | +20.1% |
| 1Y | +24.9% | +20.7% | +4.2% | +22.5% |
| All | +24.9% | +21.9% | +3.0% | +22.5% |
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