+108.8%
DGX vs VLTO
+73.3%
+35.5%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +3.5% | +2.0% | +1.5% | +3.0% |
| 30D | +12.4% | +21.8% | -9.4% | +6.9% |
| 3M | +9.3% | +20.2% | -10.9% | +4.3% |
| 6M | +39.7% | +36.3% | +3.3% | +29.0% |
| YTD | +52.2% | +18.8% | +33.3% | +45.1% |
| 1Y | +47.1% | +20.4% | +26.7% | +39.6% |
| 3Y | +108.8% | +71.9% | +36.9% | +85.9% |
| All | +108.8% | +73.3% | +35.5% | +85.9% |
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