+19.3%
DDS vs VT
+23.4%
-4.1%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +1.8% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | +5.5% | +0.8% | +4.7% | +4.9% |
| 3M | +6.8% | +2.8% | +4.0% | +4.6% |
| 6M | +6.7% | +13.0% | -6.3% | -2.2% |
| YTD | +7.7% | +15.4% | -7.7% | -4.0% |
| All | +19.3% | +23.4% | -4.1% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling