+83.6%
DCTH vs VT
+57.5%
+26.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.3% |
| 7D | +39.6% | -0.1% | +39.7% | +40.4% |
| 30D | +30.9% | -3.1% | +33.9% | +35.6% |
| 3M | +20.6% | -3.5% | +24.1% | +25.5% |
| 6M | +75.1% | +0.5% | +74.6% | +74.7% |
| YTD | +99.0% | +10.8% | +88.2% | +81.4% |
| 1Y | +134.3% | +11.9% | +122.4% | +111.7% |
| 3Y | +581.4% | +73.0% | +508.4% | +358.6% |
| 5Y | +83.6% | +58.6% | +25.0% | +40.2% |
| All | +83.6% | +57.5% | +26.0% | +40.2% |
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