+40.8%
DVA vs VLTO
+20.4%
+20.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -4.1% | -5.3% |
| 7D | -10.7% | +0.8% | -11.5% | -10.5% |
| 30D | -4.4% | +18.7% | -23.1% | -1.4% |
| 3M | -4.1% | +21.7% | -25.8% | -0.6% |
| 6M | -13.2% | +35.8% | -49.0% | -7.6% |
| YTD | +53.2% | +18.3% | +35.0% | +51.3% |
| 1Y | +40.8% | +20.9% | +19.9% | +37.8% |
| All | +40.8% | +20.4% | +20.4% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling