+101.8%
DAKT vs VT
+69.7%
+32.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | +2.9% | -2.3% | +5.2% | +6.3% |
| 30D | +9.0% | -5.0% | +13.9% | +16.8% |
| 3M | -10.7% | -4.9% | -5.8% | -4.6% |
| 6M | -3.3% | -1.5% | -1.7% | -1.5% |
| YTD | -1.8% | +8.5% | -10.3% | -12.9% |
| 1Y | +0.8% | +11.4% | -10.5% | -13.6% |
| 3Y | +101.8% | +70.1% | +31.7% | -33.5% |
| All | +101.8% | +69.7% | +32.0% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling