+43.3%
DIS vs VLTO
+69.5%
-26.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +5.2% | +5.4% | -0.2% | +3.1% |
| 30D | +11.5% | +22.3% | -10.9% | +2.9% |
| 3M | +11.5% | +19.6% | -8.1% | +3.9% |
| 6M | +8.9% | +35.2% | -26.3% | -3.3% |
| YTD | +3.4% | +17.9% | -14.5% | -3.4% |
| 1Y | +7.2% | +19.5% | -12.3% | -0.8% |
| 3Y | +43.3% | +73.9% | -30.6% | +25.6% |
| All | +43.3% | +69.5% | -26.2% | +25.6% |
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 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