+32.6%
XYZ vs VLTO
+20.2%
+12.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.3% |
| 7D | +14.9% | +2.0% | +12.9% | +14.1% |
| 30D | +14.7% | +21.8% | -7.1% | +6.9% |
| 3M | +12.1% | +20.2% | -8.1% | +5.0% |
| 6M | +18.3% | +36.3% | -18.0% | +6.1% |
| YTD | +36.1% | +18.8% | +17.2% | +28.7% |
| All | +32.6% | +20.2% | +12.4% | +25.0% |
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