+32.9%
XLV vs VLTO
+18.3%
+14.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +5.5% | +13.8% | -8.3% | +1.9% |
| 30D | +13.3% | +21.2% | -7.9% | +7.6% |
| 3M | +17.4% | +21.5% | -4.0% | +11.3% |
| 6M | +32.1% | +33.0% | -0.9% | +22.6% |
| YTD | +24.0% | +17.8% | +6.3% | +17.9% |
| 1Y | +32.9% | +18.1% | +14.8% | +26.2% |
| All | +32.9% | +18.3% | +14.6% | +26.2% |
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