+12.3%
WFC vs VLTO
-8.3%
+20.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.0% |
| 7D | +3.8% | -2.3% | +6.1% | +4.0% |
| 30D | +1.5% | -0.9% | +2.4% | +1.6% |
| 3M | +10.9% | +13.8% | -3.0% | +8.6% |
| 6M | +8.4% | +2.0% | +6.4% | +7.9% |
| YTD | -1.9% | -3.2% | +1.3% | -1.5% |
| 1Y | +12.3% | -9.2% | +21.5% | +14.2% |
| All | +12.3% | -8.3% | +20.6% | +14.2% |
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