+34.4%
DG vs VLTO
+56.4%
-22.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.5% |
| 7D | +0.3% | +1.0% | -0.7% | 0.0% |
| 30D | +3.2% | +17.5% | -14.2% | -0.9% |
| 3M | +10.4% | +21.4% | -11.0% | +5.2% |
| 6M | +33.2% | +38.1% | -5.0% | +23.5% |
| YTD | +3.0% | +19.0% | -16.1% | -2.3% |
| 1Y | +31.2% | +20.7% | +10.6% | +24.2% |
| 3Y | +21.8% | +64.3% | -42.5% | +10.1% |
| All | +34.4% | +56.4% | -22.0% | +21.3% |
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