+46.0%
DGX vs VLTO
+18.3%
+27.7%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.4% |
| 7D | +4.1% | +13.8% | -9.7% | +1.4% |
| 30D | +10.5% | +21.2% | -10.7% | +6.2% |
| 3M | +9.8% | +21.5% | -11.7% | +5.5% |
| 6M | +34.6% | +33.0% | +1.6% | +26.8% |
| YTD | +49.8% | +17.8% | +32.0% | +43.4% |
| 1Y | +46.0% | +18.1% | +27.9% | +39.6% |
| All | +46.0% | +18.3% | +27.7% | +39.6% |
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