+32.3%
DAT vs VT
+71.5%
-39.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +95.5% | +79.1% | +16.5% | -3.5% |
| 30D | +95.5% | +79.1% | +16.5% | -3.5% |
| 3M | +95.5% | +79.1% | +16.5% | -3.5% |
| 6M | +95.5% | +79.1% | +16.5% | -3.5% |
| YTD | +95.5% | +79.1% | +16.5% | -3.5% |
| 1Y | +95.5% | +79.1% | +16.5% | -3.5% |
| 3Y | +97.5% | +81.4% | +16.1% | -4.6% |
| 5Y | +27.9% | +70.9% | -42.9% | -28.2% |
| All | +32.3% | +71.5% | -39.1% | -27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling