+144.3%
DDS vs VT
+59.8%
+84.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -4.0% |
| 7D | -2.8% | -0.7% | -2.1% | -2.0% |
| 30D | -3.7% | -1.7% | -2.0% | -1.6% |
| 3M | -4.3% | -2.3% | -1.9% | -1.5% |
| 6M | +11.2% | +1.5% | +9.6% | +7.7% |
| YTD | +2.1% | +12.0% | -9.9% | -14.3% |
| 1Y | +6.1% | +12.9% | -6.8% | -12.0% |
| 3Y | +147.8% | +74.9% | +72.9% | +4.4% |
| 5Y | +144.3% | +59.9% | +84.4% | +46.4% |
| All | +144.3% | +59.8% | +84.5% | +46.4% |
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 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