+14.2%
DAR vs VLTO
+55.4%
-41.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.5% |
| 7D | +9.2% | +0.8% | +8.4% | +9.0% |
| 30D | -12.3% | +18.7% | -31.0% | -16.6% |
| 3M | -12.7% | +21.7% | -34.4% | -17.8% |
| 6M | -12.8% | +35.8% | -48.6% | -21.6% |
| YTD | +53.8% | +18.3% | +35.5% | +45.6% |
| 1Y | +60.3% | +20.9% | +39.4% | +50.0% |
| 3Y | +31.7% | +68.8% | -37.1% | +7.3% |
| All | +14.2% | +55.4% | -41.2% | -5.3% |
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 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