+3.5%
DAR vs VLTO
+54.8%
-51.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -9.9% | +5.4% | -15.3% | -11.3% |
| 30D | -16.4% | +22.3% | -38.7% | -21.2% |
| 3M | -17.1% | +19.6% | -36.7% | -21.5% |
| 6M | -20.5% | +35.2% | -55.6% | -28.4% |
| YTD | +39.4% | +17.9% | +21.6% | +32.1% |
| 1Y | +57.2% | +19.5% | +37.7% | +47.8% |
| 3Y | +13.9% | +73.9% | -60.1% | -7.9% |
| All | +3.5% | +54.8% | -51.3% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling