+61.8%
XRT vs VLTO
+56.1%
+5.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +3.3% |
| 7D | +2.5% | +2.0% | +0.4% | +1.6% |
| 30D | +10.3% | +21.8% | -11.5% | +1.2% |
| 3M | +2.4% | +20.2% | -17.8% | -5.6% |
| 6M | +10.0% | +36.3% | -26.4% | -4.2% |
| YTD | +9.5% | +18.8% | -9.3% | +1.3% |
| 1Y | +17.2% | +20.4% | -3.2% | +7.4% |
| 3Y | +62.0% | +71.9% | -9.9% | +30.3% |
| All | +61.8% | +56.1% | +5.7% | +33.4% |
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