+54.8%
VLTO price history and return analytics
+81.2%
-26.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | -0.2% |
| 7D | +1.5% | -0.7% | +2.2% | +1.8% |
| 30D | +20.9% | -1.7% | +22.7% | +21.9% |
| 3M | +21.4% | -2.3% | +23.7% | +22.8% |
| 6M | +37.6% | +1.5% | +36.1% | +35.1% |
| YTD | +19.5% | +12.0% | +7.5% | +8.6% |
| 1Y | +22.0% | +12.9% | +9.1% | +10.2% |
| 3Y | +70.7% | +74.9% | -4.3% | -1.6% |
| All | +54.8% | +81.2% | -26.4% | -14.8% |
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