-7.7%
DDL vs VT
+69.7%
-77.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | -4.8% | -2.3% | -2.5% | -2.7% |
| 30D | -13.5% | -5.0% | -8.6% | -9.3% |
| 3M | -20.1% | -4.9% | -15.2% | -16.3% |
| 6M | -31.2% | -1.5% | -29.6% | -30.8% |
| YTD | -28.1% | +8.5% | -36.6% | -34.6% |
| 1Y | +4.7% | +11.4% | -6.7% | -7.5% |
| 3Y | -7.7% | +70.1% | -77.8% | -53.0% |
| All | -7.7% | +69.7% | -77.5% | -53.0% |
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