+7.7%
DIS vs VLTO
+20.4%
-12.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | +4.4% | +1.6% | +2.8% | +4.0% |
| 30D | +10.3% | +22.0% | -11.6% | +5.0% |
| 3M | +15.5% | +21.9% | -6.4% | +9.9% |
| 6M | +11.2% | +36.5% | -25.3% | +4.3% |
| YTD | +5.6% | +19.0% | -13.4% | -0.6% |
| 1Y | +7.7% | +21.0% | -13.2% | +1.5% |
| All | +7.7% | +20.4% | -12.6% | +1.5% |
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