+254.4%
DCTH vs VT
+75.0%
+179.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.9% | +0.4% | +0.4% | +0.2% |
| 30D | +30.5% | +1.0% | +29.5% | +28.5% |
| 3M | +52.7% | +2.4% | +50.4% | +46.8% |
| 6M | +78.5% | +12.0% | +66.5% | +49.6% |
| YTD | +63.2% | +15.3% | +47.8% | +31.3% |
| 1Y | +48.5% | +22.6% | +25.9% | +9.0% |
| All | +254.4% | +75.0% | +179.4% | +92.8% |
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