+81.6%
VZ vs VLTO
+54.1%
+27.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +5.6% | +12.0% | -6.4% | +4.0% |
| 30D | +1.9% | +20.8% | -19.0% | -0.6% |
| 3M | +0.8% | +20.1% | -19.3% | -1.6% |
| 6M | +0.6% | +32.6% | -32.0% | -2.8% |
| YTD | +20.8% | +17.3% | +3.5% | +18.3% |
| 1Y | +23.9% | +17.3% | +6.6% | +21.3% |
| 3Y | +55.7% | +66.9% | -11.2% | +48.6% |
| All | +81.6% | +54.1% | +27.5% | +75.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling