-48.9%
DLO vs VT
+74.9%
-123.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +3.3% | +0.4% | +2.8% | +2.5% |
| 30D | +2.1% | +1.0% | +1.1% | +0.5% |
| 3M | +31.9% | +2.4% | +29.5% | +26.3% |
| 6M | +29.7% | +12.0% | +17.7% | +5.9% |
| YTD | +11.6% | +15.3% | -3.7% | -13.2% |
| 1Y | +22.9% | +22.6% | +0.3% | -13.8% |
| 3Y | -23.4% | +74.7% | -98.1% | -74.2% |
| 5Y | -75.6% | +66.1% | -141.8% | -89.3% |
| All | -48.9% | +74.9% | -123.8% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling