+92.9%
DC vs VT
+73.6%
+19.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | -6.7% | -1.6% | -5.1% | -4.3% |
| 30D | -12.3% | -2.5% | -9.8% | -8.8% |
| 3M | +10.4% | -1.3% | +11.7% | +13.6% |
| 6M | -5.5% | +3.1% | -8.6% | -6.8% |
| YTD | -8.6% | +10.9% | -19.6% | -16.4% |
| 1Y | +27.8% | +12.1% | +15.8% | +16.2% |
| All | +92.9% | +73.6% | +19.4% | -5.9% |
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