+2.5%
WFC vs VLTO
+18.3%
-15.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.2% |
| 7D | +4.5% | +13.8% | -9.3% | +3.6% |
| 30D | +7.4% | +21.2% | -13.8% | +6.0% |
| 3M | -0.5% | +21.5% | -22.0% | -1.8% |
| 6M | +11.7% | +33.0% | -21.3% | +9.0% |
| YTD | -4.6% | +17.8% | -22.4% | -5.8% |
| 1Y | +2.5% | +18.1% | -15.6% | +1.3% |
| All | +2.5% | +18.3% | -15.8% | +1.3% |
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