+56.3%
DTE vs VLTO
+72.9%
-16.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | +3.5% | +1.6% | +1.9% | +3.2% |
| 30D | +9.5% | +22.0% | -12.4% | +5.8% |
| 3M | +2.5% | +21.9% | -19.3% | -1.0% |
| 6M | +0.6% | +36.5% | -36.0% | -4.9% |
| YTD | +10.5% | +19.0% | -8.5% | +6.9% |
| 1Y | +3.3% | +21.0% | -17.6% | -0.4% |
| 3Y | +56.3% | +69.9% | -13.6% | +48.0% |
| All | +56.3% | +72.9% | -16.6% | +48.0% |
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