+44.7%
DG vs VLTO
+18.3%
+26.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.6% | +7.9% | +8.3% |
| 7D | +12.3% | +13.8% | -1.6% | +6.0% |
| 30D | +19.3% | +21.2% | -1.9% | +9.8% |
| 3M | +11.9% | +21.5% | -9.6% | +2.8% |
| 6M | +25.0% | +33.0% | -8.0% | +11.2% |
| YTD | +8.7% | +17.8% | -9.1% | -0.8% |
| 1Y | +44.7% | +18.1% | +26.6% | +32.8% |
| All | +44.7% | +18.3% | +26.4% | +32.8% |
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