-28.3%
DDI vs VT
+65.7%
-94.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | +5.6% | -0.7% | +6.2% | +5.9% |
| 3M | +10.8% | +4.0% | +6.8% | +8.6% |
| 6M | +43.4% | +12.3% | +31.1% | +34.9% |
| YTD | +47.4% | +14.0% | +33.4% | +37.6% |
| 1Y | +33.3% | +20.3% | +13.0% | +21.2% |
| 3Y | +35.3% | +75.4% | -40.1% | +1.1% |
| 5Y | -17.9% | +66.0% | -83.9% | -35.2% |
| All | -28.3% | +65.7% | -94.0% | -43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling