+68.7%
DLR vs VLTO
+57.1%
+11.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | +0.1% |
| 7D | -2.0% | +1.5% | -3.5% | -2.3% |
| 30D | +0.5% | +20.9% | -20.4% | -2.8% |
| 3M | -4.4% | +21.4% | -25.8% | -7.7% |
| 6M | -6.4% | +37.6% | -44.0% | -12.4% |
| YTD | +19.5% | +19.5% | -0.1% | +15.7% |
| 1Y | +10.5% | +22.0% | -11.5% | +6.2% |
| 3Y | +54.0% | +70.7% | -16.7% | +36.6% |
| All | +68.7% | +57.1% | +11.6% | +51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling