-55.8%
DLO vs VT
+64.1%
-119.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +3.7% |
| 7D | -1.7% | -4.2% | +2.5% | +5.9% |
| 30D | -7.6% | -5.8% | -1.8% | +2.5% |
| 3M | -11.7% | -5.2% | -6.5% | -3.0% |
| 6M | -0.4% | +0.1% | -0.5% | -0.9% |
| YTD | -3.5% | +8.2% | -11.7% | -16.2% |
| 1Y | -3.7% | +10.1% | -13.8% | -18.6% |
| 3Y | -22.2% | +69.7% | -91.8% | -72.9% |
| 5Y | -70.0% | +53.4% | -123.4% | -84.4% |
| All | -55.8% | +64.1% | -119.9% | -78.8% |
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