-13.8%
DC vs VT
+72.3%
-86.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.5% | +0.4% | -1.9% | -2.0% |
| 30D | +11.0% | +1.0% | +10.0% | +10.0% |
| 3M | +5.7% | +2.4% | +3.3% | +3.7% |
| 6M | -4.3% | +12.0% | -16.3% | -14.3% |
| YTD | +4.8% | +15.3% | -10.6% | -8.6% |
| 1Y | +36.8% | +22.6% | +14.2% | +12.8% |
| 3Y | +113.3% | +74.7% | +38.6% | +22.8% |
| All | -13.8% | +72.3% | -86.1% | -53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling