+43.9%
DIS vs VLTO
+68.7%
-24.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | +5.7% | +12.0% | -6.3% | +1.0% |
| 30D | +12.7% | +20.8% | -8.2% | +4.5% |
| 3M | +15.2% | +20.1% | -4.9% | +7.1% |
| 6M | +17.6% | +32.6% | -15.1% | +5.1% |
| YTD | +3.8% | +17.3% | -13.5% | -2.9% |
| 1Y | +6.8% | +17.3% | -10.5% | -0.3% |
| All | +43.9% | +68.7% | -24.8% | +26.3% |
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