+72.1%
VWO vs VLTO
+25.1%
+47.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.4% |
| 7D | +0.2% | -2.6% | +2.7% | +0.6% |
| 30D | +0.9% | -2.5% | +3.4% | +1.3% |
| 3M | +4.3% | +10.1% | -5.8% | +1.9% |
| 6M | +10.5% | +1.0% | +9.5% | +10.1% |
| YTD | +13.4% | -4.8% | +18.1% | +14.4% |
| 1Y | +18.6% | -9.3% | +27.9% | +21.0% |
| All | +72.1% | +25.1% | +47.0% | +64.4% |
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