-20.4%
DDI vs VT
+66.2%
-86.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.1% |
| 7D | +0.4% | +0.4% | -0.1% | +0.1% |
| 30D | +7.5% | +1.0% | +6.5% | +6.9% |
| 3M | +9.7% | +2.4% | +7.3% | +8.3% |
| 6M | +40.3% | +12.0% | +28.3% | +32.1% |
| YTD | +48.6% | +15.3% | +33.2% | +37.9% |
| 1Y | +33.0% | +22.6% | +10.4% | +19.8% |
| 3Y | +28.3% | +74.7% | -46.3% | -4.0% |
| All | -20.4% | +66.2% | -86.6% | -36.8% |
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 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