+45.4%
XHB vs VLTO
+56.1%
-10.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.2% |
| 7D | +1.3% | +2.0% | -0.7% | +0.3% |
| 30D | +11.8% | +21.8% | -10.0% | +1.4% |
| 3M | -3.8% | +20.2% | -24.0% | -12.2% |
| 6M | +4.1% | +36.3% | -32.2% | -11.1% |
| YTD | +4.0% | +18.8% | -14.9% | -5.1% |
| 1Y | +1.6% | +20.4% | -18.8% | -8.1% |
| 3Y | +43.2% | +71.9% | -28.7% | +15.9% |
| All | +45.4% | +56.1% | -10.7% | +20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling