+630.5%
DCTH vs VT
+75.6%
+554.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.1% | +7.2% | +6.6% |
| 7D | +46.9% | -0.7% | +47.6% | +49.1% |
| 30D | +38.9% | -1.7% | +40.7% | +43.3% |
| 3M | +26.4% | -2.3% | +28.7% | +31.3% |
| 6M | +96.8% | +1.5% | +95.3% | +92.1% |
| YTD | +115.5% | +12.0% | +103.5% | +82.2% |
| 1Y | +152.6% | +12.9% | +139.7% | +111.3% |
| All | +630.5% | +75.6% | +554.9% | +626.0% |
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