+53.1%
VLTO price history and return analytics
+80.1%
-27.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | +0.8% | +2.9% | -2.1% | -0.8% |
| 30D | +18.7% | -2.5% | +21.2% | +20.2% |
| 3M | +21.7% | -3.3% | +25.0% | +23.9% |
| 6M | +35.8% | +1.5% | +34.3% | +33.3% |
| YTD | +18.3% | +11.4% | +6.9% | +7.8% |
| 1Y | +20.9% | +11.9% | +9.0% | +9.7% |
| 3Y | +68.8% | +73.9% | -5.0% | -2.3% |
| All | +53.1% | +80.1% | -27.0% | -15.4% |
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