+54.1%
VLTO price history and return analytics
+79.2%
-25.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | +1.6% | -0.1% | +1.8% | +1.6% |
| 30D | +22.0% | -3.1% | +25.0% | +23.9% |
| 3M | +21.9% | -3.5% | +25.4% | +24.2% |
| 6M | +36.5% | +0.5% | +36.0% | +34.9% |
| YTD | +19.0% | +10.8% | +8.2% | +8.8% |
| 1Y | +21.0% | +11.9% | +9.1% | +9.7% |
| 3Y | +69.9% | +73.0% | -3.1% | -1.4% |
| All | +54.1% | +79.2% | -25.1% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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