+8,141.9%
DDS vs VT
+374.2%
+7,767.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +5.9% | +0.4% | +5.4% | +5.3% |
| 30D | +6.5% | +1.0% | +5.5% | +5.2% |
| 3M | +7.1% | +2.4% | +4.7% | +3.3% |
| 6M | +4.2% | +12.0% | -7.8% | -10.3% |
| YTD | +8.4% | +15.3% | -6.9% | -10.4% |
| 1Y | +20.1% | +22.6% | -2.4% | -8.1% |
| 3Y | +119.6% | +74.7% | +45.0% | +8.0% |
| 5Y | +318.9% | +66.1% | +252.7% | +129.1% |
| 10Y | +1,367.1% | +225.0% | +1,142.1% | +278.8% |
| All | +8,141.9% | +374.2% | +7,767.7% | +1,940.5% |
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