+73.1%
VWO vs VLTO
+26.2%
+47.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +0.9% | -1.6% | +2.5% | +1.2% |
| 30D | +1.3% | -2.9% | +4.1% | +1.8% |
| 3M | +5.1% | +12.7% | -7.6% | +2.2% |
| 6M | +12.5% | +1.6% | +11.0% | +12.0% |
| YTD | +14.0% | -4.0% | +18.0% | +14.9% |
| 1Y | +19.7% | -10.2% | +29.9% | +22.5% |
| All | +73.1% | +26.2% | +47.0% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling