+33.9%
DCTH vs VT
+53.4%
-19.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.8% |
| 7D | +6.3% | -2.3% | +8.7% | +8.7% |
| 30D | -2.9% | -5.0% | +2.0% | +2.1% |
| 3M | -3.5% | -4.9% | +1.4% | +1.3% |
| 6M | +32.6% | -1.5% | +34.1% | +34.2% |
| YTD | +47.8% | +8.5% | +39.3% | +36.7% |
| 1Y | +72.8% | +11.4% | +61.4% | +56.1% |
| 3Y | +369.5% | +70.1% | +299.4% | +219.6% |
| All | +33.9% | +53.4% | -19.5% | +5.7% |
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 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