+89.6%
DE vs VLTO
+70.6%
+19.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | +3.6% | +17.5% | -13.9% | -1.4% |
| 3M | +10.2% | +21.4% | -11.1% | +3.8% |
| 6M | +16.6% | +38.1% | -21.6% | +5.2% |
| YTD | +45.8% | +19.0% | +26.8% | +38.0% |
| 1Y | +43.9% | +20.7% | +23.2% | +35.5% |
| 3Y | +89.6% | +64.3% | +25.3% | +66.7% |
| All | +89.6% | +70.6% | +19.0% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling