-10.3%
WU vs VLTO
-10.6%
+0.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.7% |
| 7D | -4.9% | -2.6% | -2.4% | -4.3% |
| 30D | -1.3% | -2.5% | +1.2% | -0.7% |
| 3M | -3.6% | +10.1% | -13.7% | -4.3% |
| 6M | -24.3% | +1.0% | -25.3% | -25.2% |
| YTD | -21.1% | -4.8% | -16.3% | -21.5% |
| 1Y | -10.3% | -9.3% | -1.0% | -12.7% |
| All | -10.3% | -10.6% | +0.2% | -12.7% |
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