+1,071.4%
DDS vs VT
+221.8%
+849.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.4% |
| 7D | +3.4% | +2.4% | +1.0% | +0.2% |
| 30D | -5.0% | -1.5% | -3.5% | -3.1% |
| 3M | +1.5% | -4.1% | +5.6% | +7.3% |
| 6M | +17.0% | +0.6% | +16.4% | +14.7% |
| YTD | +2.8% | +11.0% | -8.2% | -13.0% |
| 1Y | -2.0% | +13.3% | -15.4% | -19.4% |
| 3Y | +144.4% | +73.4% | +71.0% | +7.1% |
| 5Y | +143.9% | +57.4% | +86.4% | +28.6% |
| All | +1,071.4% | +221.8% | +849.6% | +153.5% |
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