+34.6%
XHB vs VLTO
+69.5%
-34.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.2% |
| 7D | -2.4% | +0.8% | -3.2% | -2.8% |
| 30D | +7.1% | +18.7% | -11.6% | -2.1% |
| 3M | -6.0% | +21.7% | -27.7% | -15.2% |
| 6M | +2.1% | +35.8% | -33.8% | -13.5% |
| YTD | -0.6% | +18.3% | -18.9% | -9.4% |
| 1Y | -3.3% | +20.9% | -24.2% | -13.3% |
| All | +34.6% | +69.5% | -34.9% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling