+34.0%
DGX vs VLTO
-8.3%
+42.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.6% |
| 7D | -2.3% | -2.3% | 0.0% | -1.8% |
| 30D | +0.6% | -0.9% | +1.4% | +0.7% |
| 3M | +21.4% | +13.8% | +7.6% | +18.4% |
| 6M | +14.7% | +2.0% | +12.7% | +13.9% |
| YTD | +38.4% | -3.2% | +41.6% | +38.5% |
| 1Y | +34.0% | -9.2% | +43.1% | +36.7% |
| All | +34.0% | -8.3% | +42.3% | +36.7% |
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 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