+97.5%
DVA vs VLTO
+70.6%
+26.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.4% | +0.2% |
| 7D | -8.8% | +1.0% | -9.8% | -8.9% |
| 30D | -3.4% | +17.5% | -20.9% | -5.9% |
| 3M | -2.6% | +21.4% | -24.0% | -5.6% |
| 6M | -11.9% | +38.1% | -50.0% | -16.7% |
| YTD | +53.6% | +19.0% | +34.6% | +48.9% |
| 1Y | +41.9% | +20.7% | +21.2% | +36.7% |
| 3Y | +97.5% | +64.3% | +33.2% | +81.9% |
| All | +97.5% | +70.6% | +26.9% | +81.9% |
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