-0.2%
WY vs VLTO
+18.3%
-18.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +5.4% |
| 7D | +13.3% | +13.8% | -0.5% | +9.0% |
| 30D | +17.6% | +21.2% | -3.5% | +11.3% |
| 3M | -15.0% | +21.5% | -36.5% | -19.6% |
| 6M | -5.9% | +33.0% | -38.9% | -12.1% |
| YTD | -5.7% | +17.8% | -23.5% | -10.5% |
| 1Y | -0.2% | +18.1% | -18.3% | -5.8% |
| All | -0.2% | +18.3% | -18.5% | -5.8% |
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