+76.4%
VTV vs VLTO
+26.2%
+50.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +0.3% | -1.6% | +1.9% | +0.7% |
| 30D | +0.1% | -2.9% | +3.0% | +0.9% |
| 3M | +6.2% | +12.7% | -6.5% | +2.5% |
| 6M | +13.5% | +1.6% | +11.9% | +12.8% |
| YTD | +18.9% | -4.0% | +22.8% | +19.9% |
| 1Y | +25.8% | -10.2% | +36.0% | +29.6% |
| All | +76.4% | +26.2% | +50.2% | +67.5% |
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 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