+61.7%
DAR vs VLTO
+21.9%
+39.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.2% |
| 7D | +11.6% | +1.0% | +10.6% | +11.6% |
| 30D | -10.2% | +17.5% | -27.7% | -9.1% |
| 3M | -14.8% | +21.4% | -36.2% | -13.6% |
| 6M | -10.1% | +38.1% | -48.2% | -10.3% |
| YTD | +55.5% | +19.0% | +36.5% | +59.5% |
| 1Y | +61.7% | +20.7% | +41.0% | +64.3% |
| All | +61.7% | +21.9% | +39.8% | +64.3% |
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