+102.4%
DFSU vs VT
+107.3%
-4.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -0.3% | +1.0% | -1.3% | -1.4% |
| 3M | +3.6% | +2.4% | +1.2% | +0.9% |
| 6M | +11.6% | +12.0% | -0.4% | -1.3% |
| YTD | +12.0% | +15.3% | -3.3% | -4.1% |
| 1Y | +17.3% | +22.6% | -5.2% | -6.0% |
| 3Y | +70.3% | +74.7% | -4.4% | -6.7% |
| All | +102.4% | +107.3% | -4.9% | -10.2% |
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