+28.3%
WOLF vs VLTO
-7.4%
+35.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.6% | +7.2% | +5.0% |
| 7D | +9.7% | -2.3% | +12.0% | +8.8% |
| 30D | +12.5% | -0.9% | +13.4% | +12.4% |
| 3M | -57.7% | +13.8% | -71.5% | -57.3% |
| 6M | +37.7% | +2.0% | +35.7% | +43.9% |
| YTD | +62.8% | -3.2% | +66.0% | +68.5% |
| All | +28.3% | -7.4% | +35.7% | +37.3% |
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