-99.8%
DCOY vs VT
+74.2%
-173.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.6% | +5.1% |
| 7D | -7.4% | -0.1% | -7.2% | -7.4% |
| 30D | -27.9% | -0.7% | -27.3% | -27.9% |
| 3M | -49.9% | +4.0% | -53.9% | -50.3% |
| 6M | -67.9% | +12.3% | -80.2% | -68.2% |
| YTD | -64.6% | +14.0% | -78.6% | -64.7% |
| 1Y | -95.0% | +20.3% | -115.3% | -95.0% |
| All | -99.8% | +74.2% | -173.9% | -99.7% |
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