-24.8%
DC vs VT
+65.7%
-90.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | -6.7% | -1.6% | -5.1% | -4.7% |
| 30D | -12.3% | -2.5% | -9.8% | -9.3% |
| 3M | +10.4% | -1.3% | +11.7% | +13.2% |
| 6M | -5.5% | +3.1% | -8.6% | -6.8% |
| YTD | -8.6% | +10.9% | -19.6% | -16.0% |
| 1Y | +27.8% | +12.1% | +15.8% | +16.8% |
| 3Y | +79.0% | +73.9% | +5.1% | +4.9% |
| All | -24.8% | +65.7% | -90.5% | -57.6% |
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