+11.8%
DDTL vs VT
+20.4%
-8.6%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -1.1% |
| 7D | -2.8% | -4.2% | +1.4% | -1.3% |
| 30D | -3.4% | -5.8% | +2.4% | -1.3% |
| 3M | -1.8% | -5.2% | +3.4% | +0.1% |
| 6M | +1.5% | +0.1% | +1.3% | +1.4% |
| YTD | +5.0% | +8.2% | -3.3% | +1.5% |
| 1Y | +6.5% | +10.1% | -3.7% | +2.1% |
| All | +11.8% | +20.4% | -8.6% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling