+52.6%
VLTO price history and return analytics
+75.4%
-22.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | +5.4% | -2.3% | +7.7% | +6.7% |
| 30D | +22.3% | -5.0% | +27.3% | +25.7% |
| 3M | +19.6% | -4.9% | +24.5% | +22.8% |
| 6M | +35.2% | -1.5% | +36.7% | +35.0% |
| YTD | +17.9% | +8.5% | +9.4% | +9.1% |
| 1Y | +19.5% | +11.4% | +8.1% | +8.3% |
| 3Y | +73.9% | +70.1% | +3.8% | +1.6% |
| All | +52.6% | +75.4% | -22.9% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling