+7,463.7%
DDS vs VT
+346.0%
+7,117.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.5% |
| 7D | -6.1% | -2.3% | -3.7% | -3.4% |
| 30D | -7.2% | -5.0% | -2.3% | -1.5% |
| 3M | -2.3% | -4.9% | +2.5% | +3.5% |
| 6M | +5.5% | -1.5% | +7.1% | +6.5% |
| YTD | -0.5% | +8.5% | -9.0% | -11.5% |
| 1Y | +4.8% | +11.4% | -6.6% | -9.9% |
| 3Y | +117.3% | +70.1% | +47.2% | +10.0% |
| 5Y | +155.8% | +53.7% | +102.0% | +53.2% |
| 10Y | +1,220.3% | +220.0% | +1,000.3% | +248.5% |
| All | +7,463.7% | +346.0% | +7,117.6% | +1,914.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling